https://www.wealthadvisordaily.com/story/small-rias-weigh-data-ownership-against-tech-cost Wealth Advisor Dailyen 2026-10-23T22:10:50.278Z Smaller RIAs need a closer look at owning their data https://www.wealthadvisordaily.com/story/cerulli-paper-ties-fiduciary-expectations-to-higher-reported-client-satisfaction Wealth Advisor Dailyen 2026-10-23T19:35:34.656Z Cerulli paper ties best-interest expectations to 73% satisfied and not seeking a new advisor https://www.wealthadvisordaily.com/story/multi-owner-advisory-firms-draw-48-higher-ebitda-multiple Wealth Advisor Dailyen 2026-10-23T19:35:34.656Z Multi-owner firms with $100M–$1B in assets draw 48% higher multiple https://www.wealthadvisordaily.com/story/gen-z-trust-in-ai-as-primary-advice-source-halves-to-10 Wealth Advisor Dailyen 2026-10-23T19:35:24.814Z Gen Z trust in AI as primary advice source halves to 10% https://www.wealthadvisordaily.com/story/orion-to-charge-for-api-access-salesforce-to-meter-ai-calls Wealth Advisor Dailyen 2026-10-23T19:35:24.814Z Orion to charge for API access, Salesforce to meter AI calls https://www.wealthadvisordaily.com/story/freehold-wealth-moves-576m-practice-to-osaic-from-stifel Wealth Advisor Dailyen 2026-10-23T19:35:24.814Z Freehold Wealth moves $576M practice to Osaic from Stifel https://www.wealthadvisordaily.com/story/banker-not-broker-needed-to-model-pe-rollover-and-earnouts Wealth Advisor Dailyen 2026-10-23T17:10:26.803Z Banker, not broker, needed to model PE rollover and earnouts https://www.wealthadvisordaily.com/story/sei-finturk-powerlytics-add-tools-for-valuation-email-heirs Wealth Advisor Dailyen 2026-10-23T16:51:04.395Z SEI, FinTurk, Powerlytics add tools for valuation, email, heirs https://www.wealthadvisordaily.com/story/49-financial-designs-tax-led-fractional-family-office Wealth Advisor Dailyen 2026-10-23T16:49:47.110Z 49 Financial designed tax-led fractional family office https://www.wealthadvisordaily.com/story/franklin-templeton-s-stanhope-puts-alpha-ahead-of-tax-in-long-short Wealth Advisor Dailyen 2026-10-23T12:13:49.911Z Franklin Templeton's Stanhope puts alpha ahead of tax in long-short https://www.wealthadvisordaily.com/story/merrill-sets-7-5m-bar-for-2027-growth-award Wealth Advisor Dailyen 2026-10-23T12:07:22.709Z Merrill raises 2027 growth-award bar to $7.5M and 4 net households https://www.wealthadvisordaily.com/story/vanguard-auto-enrolls-1-million-10-million-clients-in-flagship Wealth Advisor Dailyen 2026-10-23T03:45:25.662Z Vanguard auto-enrolls $1 million–$10 million clients in Flagship https://www.wealthadvisordaily.com/story/sec-approves-finra-rule-letting-broker-dealers-market-projected-returns Wealth Advisor Dailyen 2026-10-22T22:35:05.968Z SEC approves FINRA rule letting broker-dealers market projected returns https://www.wealthadvisordaily.com/story/merrill-raises-2027-growth-award-bar-to-7-5-million-and-a-net-four-new-household Wealth Advisor Dailyen 2026-10-22T21:09:52.499Z Merrill raises 2027 growth-award bar to $7.5 million and a net four new households https://www.wealthadvisordaily.com/story/blackstone-private-wealth-aum-hits-330b-as-distributable-earnings-fall-9 Wealth Advisor Dailyen 2026-10-22T20:19:49.533Z Blackstone private wealth AUM hits $330B as distributable earnings fall 9% https://www.wealthadvisordaily.com/story/merrill-adds-targeted-2027-advisor-bonuses-keeps-core-grid Wealth Advisor Dailyen 2026-10-22T20:17:11.232Z Merrill to add targeted 2027 advisor bonuses, keeps core grid https://www.wealthadvisordaily.com/story/evergreen-fund-auction-could-offer-an-exit-when-redemptions-are-prorated Wealth Advisor Dailyen 2026-10-22T20:16:49.412Z Evergreen fund auction could offer an exit when redemptions are prorated https://www.wealthadvisordaily.com/story/treasury-and-irs-replace-retirement-plan-correction-framework-and-create-ira-cor Wealth Advisor Dailyen 2026-10-22T18:59:15.225Z Treasury and IRS replace retirement plan correction framework and create IRA correction program https://www.wealthadvisordaily.com/story/ep-wealth-s-brian-parker-says-buyers-pay-for-organic-growth-not-headcount Wealth Advisor Dailyen 2026-10-22T18:00:37.296Z EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics https://www.wealthadvisordaily.com/story/acore-capital-launches-advisor-wealth-platform-led-by-apollo-s-mick-manning Wealth Advisor Dailyen 2026-10-22T17:59:43.456Z ACORE Capital launches advisor wealth platform led by Mick Manning https://www.wealthadvisordaily.com/story/higher-rates-can-cut-closely-held-business-valuations-and-open-an-estate-gift-wi Wealth Advisor Dailyen 2026-10-22T17:58:00.202Z Higher rates can cut closely held business valuations and open an estate-gift window https://www.wealthadvisordaily.com/story/morningstar-backs-vanguard-vxus-on-low-fee-and-8-500-stock-index Wealth Advisor Dailyen 2026-10-22T17:08:05.473Z Morningstar backs Vanguard VXUS on low fee and 8,500-stock index https://www.wealthadvisordaily.com/story/multi-owner-advisory-firms-carried-48-higher-ebitda-multiple-fp-transitions-colu Wealth Advisor Dailyen 2026-10-22T16:25:32.268Z Multi-owner firms with $100M–$1B in assets had 48% higher EBITDA multiple, Wealth Solutions Report column says https://www.wealthadvisordaily.com/story/kintra-wealth-adds-scott-seymour-s-355m-practice-to-advisor-owned-platform Wealth Advisor Dailyen 2026-10-22T16:22:39.320Z Kintra Wealth adds Scott Seymour's $355M practice to advisor-owned platform https://www.wealthadvisordaily.com/story/a-2-8b-ria-s-18-month-ai-rollout-delivered-speed-and-a-probably-on-value Wealth Advisor Dailyen 2026-10-22T16:20:50.911Z A $2.8B RIA's 18-month AI rollout delivered speed and a 'probably' on value https://www.wealthadvisordaily.com/story/wealthmanagement-com-column-says-vanguard-altruist-deal-raises-advisor-fee-quest Wealth Advisor Dailyen 2026-10-22T16:20:16.185Z WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question https://www.wealthadvisordaily.com/story/slott-report-hsa-contributions-fall-to-self-only-limit-when-one-spouse-enrolls-i Wealth Advisor Dailyen 2026-10-22T14:20:16.091Z Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare https://www.wealthadvisordaily.com/story/devon-klumb-tells-advisors-to-expect-ai-questions-before-meetings Wealth Advisor Dailyen 2026-10-22T13:57:36.261Z Devon Klumb tells advisors to expect AI questions before meetings https://www.wealthadvisordaily.com/story/allianz-survey-finds-34-of-americans-expect-medicare-to-cover-long-term-care Wealth Advisor Dailyen 2026-10-22T13:56:06.457Z Allianz survey finds 34% of Americans expect Medicare to cover long-term care https://www.wealthadvisordaily.com/story/taxable-assets-reach-66-trillion-nearly-double-retirement-savings-h-w-finds Wealth Advisor Dailyen 2026-10-22T13:55:20.734Z Taxable assets reach $66 trillion, nearly double retirement savings, H&W finds https://www.wealthadvisordaily.com/story/wolfe-research-s-steve-chubak-explains-how-investors-separate-recruiting-and-org Wealth Advisor Dailyen 2026-10-22T13:54:58.755Z Wolfe Research's Steve Chubak explains how investors separate recruiting and organic growth https://www.wealthadvisordaily.com/story/fee-only-rias-5b-plus-asset-share-falls-to-34-cerulli-finds Wealth Advisor Dailyen 2026-10-22T13:54:11.874Z Fee-only RIAs' $5B-plus asset share falls to 34%, Cerulli finds https://www.wealthadvisordaily.com/story/wells-fargo-study-finds-61-of-adult-children-report-inheritance-fallout Wealth Advisor Dailyen 2026-10-22T13:54:07.875Z Wells Fargo study finds 61% of adult children report inheritance fallout https://www.wealthadvisordaily.com/story/beacon-pointe-to-buy-1b-worthpointe-without-founder-van-slyke Wealth Advisor Dailyen 2026-10-22T12:06:35.348Z Beacon Pointe to buy $1B WorthPointe without founder Van Slyke https://www.wealthadvisordaily.com/story/musk-s-spacex-share-pledge-can-t-enter-an-unclaimed-trump-account Wealth Advisor Dailyen 2026-10-22T11:49:24.404Z Musk's SpaceX share pledge can't enter an unclaimed Trump Account https://www.wealthadvisordaily.com/story/narsa-survey-73-5-of-advisors-say-clients-want-early-social-security-over-cut-fe Wealth Advisor Dailyen 2026-10-22T10:24:32.194Z NARSA survey: 73.5% of advisors say clients want early Social Security over cut fears https://www.wealthadvisordaily.com/story/visionary-square-will-cover-finny-ai-subscription-costs-for-250-plus-advisors Wealth Advisor Dailyen 2026-10-22T10:21:10.216Z Visionary Square will cover FINNY AI subscription costs for 250-plus advisors https://www.wealthadvisordaily.com/story/healthspan-wealth-opens-early-access-to-ai-longevity-planning-tool Wealth Advisor Dailyen 2026-10-22T10:20:19.987Z Healthspan Wealth opens early access to AI longevity planning tool https://www.wealthadvisordaily.com/story/blue-owl-halts-obdc-ii-redemptions-shifts-to-return-of-capital-payouts Wealth Advisor Dailyen 2026-10-22T08:05:09.753Z Blue Owl halts OBDC II redemptions, shifts to return-of-capital payouts https://www.wealthadvisordaily.com/story/focus-hires-ai-startup-nevis-to-rebuild-data-flows-across-its-90-rias Wealth Advisor Dailyen 2026-10-22T05:50:21.268Z Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs https://www.wealthadvisordaily.com/story/morningstar-reference-stocks-behind-leveraged-single-stock-etfs-beat-market-rece Wealth Advisor Dailyen 2026-10-22T03:34:24.901Z Morningstar: A hypothetical basket of leveraged ETF reference stocks would have beaten the market https://www.wealthadvisordaily.com/story/ria-acquisitions-through-sept-22-2026-ran-19-below-2025-pace Wealth Advisor Dailyen 2026-10-22T01:15:41.817Z RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace https://www.wealthadvisordaily.com/story/tax-loss-selling-pushes-record-5-billion-into-muni-etfs-in-week-ended-oct-14 Wealth Advisor Dailyen 2026-10-22T00:30:48.342Z Tax-loss selling pushes record $5 billion into muni ETFs in week ended Oct. 14