https://www.wealthadvisordaily.com/story/one-in-six-clients-worth-25-million-or-more-has-no-will-or-trust Wealth Advisor Dailyen 2026-10-14T17:48:58.628Z One in six $25M clients have no estate plan, will or trust https://www.wealthadvisordaily.com/story/captrust-acquires-3-billion-truist-team-some-members-receive-equity Wealth Advisor Dailyen 2026-10-14T17:47:53.350Z Captrust acquires $3 billion Truist team; some members receive equity https://www.wealthadvisordaily.com/story/a-wealthmanagement-com-column-says-hotel-estate-plans-must-transfer-operating-au Wealth Advisor Dailyen 2026-10-14T17:46:07.589Z A WealthManagement.com column says hotel estate plans must transfer operating authority, not just ownership https://www.wealthadvisordaily.com/story/social-security-sets-a-3-6-cola-for-2027 Wealth Advisor Dailyen 2026-10-14T16:30:16.360Z Social Security sets a 3.6% COLA for 2027 https://www.wealthadvisordaily.com/story/social-security-sets-3-6-cola-for-2027-lifting-benefits-in-january Wealth Advisor Dailyen 2026-10-14T15:58:00.121Z Social Security sets 3.6% COLA for 2027, lifting benefits in January https://www.wealthadvisordaily.com/story/donor-advised-funds-hold-328-billion-as-advisors-weigh-income-spike-and-complex- Wealth Advisor Dailyen 2026-10-14T15:49:48.698Z Donor-advised funds hold $328 billion as advisors weigh income-spike and complex-asset gifts https://www.wealthadvisordaily.com/story/wealthmanagement-com-column-argues-client-pride-and-leverage-worsen-premium-fina Wealth Advisor Dailyen 2026-10-14T15:48:37.837Z WealthManagement.com column argues client pride and leverage worsen premium-financed insurance losses https://www.wealthadvisordaily.com/story/small-business-retirement-plan-adoption-climbs-about-60-since-2019-gusto-data-sh Wealth Advisor Dailyen 2026-10-14T14:48:50.557Z Small-business retirement plan adoption climbs about 60% since 2019, Gusto data show https://www.wealthadvisordaily.com/story/vestgen-lands-willow-tree-credit-facility-to-fund-ria-acquisitions Wealth Advisor Dailyen 2026-10-14T14:48:29.601Z VestGen lands Willow Tree credit facility to fund RIA acquisitions https://www.wealthadvisordaily.com/story/perennial-and-economos-teams-launch-with-1b-plus-at-integrated-partners-and-lpl Wealth Advisor Dailyen 2026-10-14T14:47:16.800Z Perennial and Economos teams launch with $1B-plus at Integrated Partners and LPL https://www.wealthadvisordaily.com/story/limra-only-four-in-10-pre-retirees-work-with-a-financial-professional Wealth Advisor Dailyen 2026-10-14T14:47:09.022Z LIMRA: Only four in 10 pre-retirees work with a financial professional https://www.wealthadvisordaily.com/story/goldman-sachs-survey-36-of-workers-earning-more-than-300-000-live-paycheck-to-pa Wealth Advisor Dailyen 2026-10-14T14:47:02.556Z Goldman Sachs survey: 36% of workers earning more than $300,000 live paycheck to paycheck https://www.wealthadvisordaily.com/story/investmentnews-columnist-splits-ria-sale-reasons-into-founder-readiness-or-cappe Wealth Advisor Dailyen 2026-10-14T14:46:14.129Z InvestmentNews columnist splits RIA sale reasons into founder readiness or capped growth https://www.wealthadvisordaily.com/story/logan-paul-s-16-5-million-pikachu-sale-pushes-trading-card-collections-into-plan Wealth Advisor Dailyen 2026-10-14T14:45:14.585Z Logan Paul's $16.5 million Pikachu sale pushes trading-card collections into planning meetings https://www.wealthadvisordaily.com/story/wealth-enhancement-strategist-says-ai-creates-false-diversification-in-alternati Wealth Advisor Dailyen 2026-10-14T14:43:44.757Z Wealth Enhancement strategist says AI creates false diversification in alternatives https://www.wealthadvisordaily.com/story/nontraded-bdc-redemption-requests-ease-to-9-8-in-third-quarter-fitch-says Wealth Advisor Dailyen 2026-10-14T14:43:22.670Z Nontraded BDC redemption requests ease to 9.8% in third quarter, Fitch says https://www.wealthadvisordaily.com/story/advisors-say-nil-athletes-get-1099-pay-no-withholding-and-an-april-tax-bill Wealth Advisor Dailyen 2026-10-14T14:20:15.975Z NIL pay comes as 1099 income with nothing withheld, Dynasty's LaPorta says https://www.wealthadvisordaily.com/story/ed-slott-s-top-10-rmd-mistakes-rollovers-aggregation-and-a-double-rmd-trap Wealth Advisor Dailyen 2026-10-14T13:28:52.871Z Ed Slott's top-10 RMD mistakes: rollovers, aggregation and a double-RMD trap https://www.wealthadvisordaily.com/story/treasury-rules-auto-enroll-every-eligible-u-s-child-in-a-trump-account Wealth Advisor Dailyen 2026-10-14T12:39:33.380Z Treasury rules auto-enroll every eligible U.S. child in a Trump Account https://www.wealthadvisordaily.com/story/financial-planning-column-senior-advisors-drop-ai-note-taking-tools-within-a-mon Wealth Advisor Dailyen 2026-10-14T12:37:34.283Z Financial Planning column: why advisors often abandon AI note-takers after a month https://www.wealthadvisordaily.com/story/connecticut-wealth-management-hires-subatomic-for-five-year-ai-build-78rb Wealth Advisor Dailyen 2026-10-14T12:02:31.997Z Connecticut Wealth Management hires Subatomic for five-year AI build https://www.wealthadvisordaily.com/story/ballentine-files-form-d-for-income-opportunities-fund-iii-with-no-amount-disclos Wealth Advisor Dailyen 2026-10-14T11:52:09.664Z Ballentine Income Opportunities Fund III files Form D with no total offering amount https://www.wealthadvisordaily.com/story/connecticut-wealth-management-hires-subatomic-for-five-year-ai-build Wealth Advisor Dailyen 2026-10-14T10:25:00.241Z Connecticut Wealth Management hires Subatomic for five-year AI build https://www.wealthadvisordaily.com/story/state-street-launches-apex-powered-ria-custody-unit-for-1-billion-plus-rias Wealth Advisor Dailyen 2026-10-14T01:24:21.429Z State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs https://www.wealthadvisordaily.com/story/finra-q4-agenda-lists-21-priorities-and-four-sec-rule-proposals Wealth Advisor Dailyen 2026-10-14T00:36:34.546Z FINRA Q4 agenda lists 21 priorities and four SEC rule proposals https://www.wealthadvisordaily.com/story/openarc-and-sagespring-build-in-house-advisor-training-programs Wealth Advisor Dailyen 2026-10-13T23:02:52.647Z OpenArc and SageSpring build in-house advisor training programs https://www.wealthadvisordaily.com/story/eight-raymond-james-brokers-register-1-4b-ria-keep-custody-at-firm Wealth Advisor Dailyen 2026-10-13T22:25:25.294Z Eight Raymond James brokers register $1.4B RIA, keep custody at firm https://www.wealthadvisordaily.com/story/cerulli-46-of-pre-retirees-want-anytime-withdrawals-40-want-a-written-retirement Wealth Advisor Dailyen 2026-10-13T18:35:15.079Z Cerulli: 46% of 401(k) participants want anytime withdrawals, 40% a personalized retirement plan https://www.wealthadvisordaily.com/story/bny-insite-conference-poll-67-have-ai-budgets-65-lack-a-metric Wealth Advisor Dailyen 2026-10-13T18:32:44.852Z BNY INSITE conference poll: 67% have AI budgets, 65% lack a metric https://www.wealthadvisordaily.com/story/wealthmanagement-com-column-argues-sell-and-stay-unblocks-advisor-succession-pla Wealth Advisor Dailyen 2026-10-13T18:32:29.993Z WealthManagement.com column argues sell-and-stay unblocks advisor succession plans https://www.wealthadvisordaily.com/story/anthropic-links-claude-to-schwab-orion-and-other-advisor-systems Wealth Advisor Dailyen 2026-10-13T16:22:54.576Z Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems https://www.wealthadvisordaily.com/story/september-ria-deals-median-acquired-firm-held-489-5m-in-assets Wealth Advisor Dailyen 2026-10-13T14:04:52.240Z September RIA deals: median acquired firm held $489.5M in assets https://www.wealthadvisordaily.com/story/build-ria-leadership-and-operating-structure-before-a-sale-wealth-solutions-repo Wealth Advisor Dailyen 2026-10-13T14:01:54.708Z Build RIA leadership and operating structure before a sale, Wealth Solutions Report says https://www.wealthadvisordaily.com/story/carlyle-takes-minority-stake-in-52b-prime-capital-financial Wealth Advisor Dailyen 2026-10-13T11:59:44.097Z Carlyle takes minority stake in $52B Prime Capital Financial https://www.wealthadvisordaily.com/story/gunder-wealth-pays-for-60-virtual-assistant-hours-monthly-instead-of-a-full-time Wealth Advisor Dailyen 2026-10-13T11:49:38.829Z Gunder Wealth pays for 60 virtual assistant hours monthly instead of a full-time hire https://www.wealthadvisordaily.com/story/wirehouse-recruiting-packages-reach-up-to-425-of-revenue-diamond-report-says Wealth Advisor Dailyen 2026-10-13T11:48:46.867Z Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says https://www.wealthadvisordaily.com/story/massmutual-makes-flourish-cash-available-to-its-advisor-network Wealth Advisor Dailyen 2026-10-13T00:31:11.935Z MassMutual makes Flourish Cash available to its advisor network https://www.wealthadvisordaily.com/story/behavioral-finance-is-cognitive-psychology-applied-to-finance-klontz-and-horwitz Wealth Advisor Dailyen 2026-10-12T23:54:10.134Z Behavioral finance is cognitive psychology applied to finance, Klontz and Horwitz argue