https://www.wealthadvisordaily.com/story/75-of-advised-clients-use-ai-3-would-consider-an-ai-advisor Wealth Advisor Dailyen 2026-10-24T14:28:16.995Z Betterment survey: 75% of advised investors use AI https://www.wealthadvisordaily.com/story/sec-clears-finra-rule-letting-broker-dealers-market-projected-returns Wealth Advisor Dailyen 2026-10-24T13:24:23.677Z SEC clears Finra rule letting broker-dealers market projected returns 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/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/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/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