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 https://www.wealthadvisordaily.com/story/focus-financial-adds-nevis-as-enterprise-ai-platform-nine-months-after-jump-roll Wealth Advisor Dailyen 2026-10-21T20:51:04.103Z Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout https://www.wealthadvisordaily.com/story/wealthcare-mariner-pitch-1099-affiliation-to-advisors-fed-up-with-form-adv-work Wealth Advisor Dailyen 2026-10-21T20:50:06.975Z Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work https://www.wealthadvisordaily.com/story/55ip-extends-uma-offering-to-rias-with-j-p-morgan-and-blackrock-smas Wealth Advisor Dailyen 2026-10-21T20:49:55.861Z 55ip extends UMA offering to RIAs with J.P. Morgan and BlackRock SMAs https://www.wealthadvisordaily.com/story/ftc-flags-fake-evite-invitations-as-a-route-into-client-accounts Wealth Advisor Dailyen 2026-10-21T20:49:39.456Z FTC flags fake Evite invitations as a route into client accounts https://www.wealthadvisordaily.com/story/php-releases-fixes-for-critical-php2shell-flaws-after-details-leak-online Wealth Advisor Dailyen 2026-10-21T20:49:15.303Z PHP releases fixes for critical PHP2Shell flaws after details leak online https://www.wealthadvisordaily.com/story/tax-foundation-bonus-depreciation-shifts-corporate-tax-burden-to-economic-profit Wealth Advisor Dailyen 2026-10-21T20:00:59.189Z Tax Foundation: bonus depreciation shifts corporate tax burden to economic profits https://www.wealthadvisordaily.com/story/sec-lets-one-commissioner-act-alone-while-20-performance-fee-proposals-wait Wealth Advisor Dailyen 2026-10-21T18:34:59.204Z SEC lets lone commissioner act when all other sitting members are disqualified https://www.wealthadvisordaily.com/story/alaris-banker-warns-slow-ai-adoption-could-lower-ria-sale-multiples Wealth Advisor Dailyen 2026-10-21T18:33:55.462Z Alaris banker warns slow AI adoption could lower RIA sale multiples https://www.wealthadvisordaily.com/story/hsa-invested-balances-reach-100-billion-52-of-assets-devenir-says Wealth Advisor Dailyen 2026-10-21T18:33:17.134Z HSA invested balances reach $100 billion, 52% of assets, Devenir says https://www.wealthadvisordaily.com/story/treasury-auto-opened-trump-accounts-oct-1-2026-parents-must-claim-them Wealth Advisor Dailyen 2026-10-21T18:31:42.950Z Treasury auto-opened Trump Accounts Oct. 1, 2026; parents must claim them https://www.wealthadvisordaily.com/story/meira-wealth-s-jorge-padilla-describes-intern-to-owner-succession Wealth Advisor Dailyen 2026-10-21T18:31:39.629Z Meira Wealth's Jorge Padilla describes intern-to-owner succession https://www.wealthadvisordaily.com/story/advisors-put-annuities-in-bond-sleeves-as-retail-sales-reach-464-billion Wealth Advisor Dailyen 2026-10-21T18:31:33.131Z Advisors Put Annuities in Bond Sleeves as Retail Sales Reach $464 Billion https://www.wealthadvisordaily.com/story/tax-foundation-says-california-billionaire-tax-pitch-keeps-shifting Wealth Advisor Dailyen 2026-10-21T17:47:30.546Z Tax Foundation says California billionaire tax pitch keeps shifting https://www.wealthadvisordaily.com/story/musk-s-spacex-share-pledge-would-put-unsellable-stock-in-trump-accounts Wealth Advisor Dailyen 2026-10-21T16:30:21.179Z Musk's SpaceX child-share pledge raises Trump Accounts lockup question https://www.wealthadvisordaily.com/story/off-channel-recordkeeping-scrutiny-shifting-to-sec-exams-finra-norton-rose-attor Wealth Advisor Dailyen 2026-10-21T16:27:40.146Z Kevin Harnisch: SEC off-channel focus moving from sweeps to exams; Finra still scrutinizes https://www.wealthadvisordaily.com/story/beacon-pointe-buys-1b-worthpointe-founder-van-slyke-won-t-join Wealth Advisor Dailyen 2026-10-21T16:25:58.842Z Beacon Pointe buys $1B WorthPointe; founder Van Slyke won't join https://www.wealthadvisordaily.com/story/wealthmanagement-com-column-says-estate-plans-miss-the-family-capital-that-prese Wealth Advisor Dailyen 2026-10-21T16:25:41.114Z WealthManagement.com column argues family capital decides whether wealth survives a transfer https://www.wealthadvisordaily.com/story/treasury-and-irs-put-donor-advised-fund-guidance-on-2026-2027-priority-plan Wealth Advisor Dailyen 2026-10-21T16:24:32.861Z Treasury and IRS put donor-advised fund guidance on 2026-2027 priority plan https://www.wealthadvisordaily.com/story/wealthmanagement-com-guide-lays-out-three-paths-and-four-questions-for-family-bu Wealth Advisor Dailyen 2026-10-21T16:24:29.805Z WealthManagement.com guide lays out three paths and four questions for family business succession https://www.wealthadvisordaily.com/story/irs-grants-estate-late-opt-out-from-automatic-gst-allocation-on-grats Wealth Advisor Dailyen 2026-10-21T16:23:47.926Z IRS grants estate late opt-out from automatic GST allocation on GRATs https://www.wealthadvisordaily.com/story/ed-slott-same-property-rule-can-void-a-60-day-ira-rollover Wealth Advisor Dailyen 2026-10-21T14:05:35.285Z Ed Slott: same-property rule can void a 60-day IRA rollover https://www.wealthadvisordaily.com/story/sec-adds-advisors-involved-in-ria-mergers-to-fiscal-2026-exam-priority-list Wealth Advisor Dailyen 2026-10-21T14:03:44.806Z SEC adds advisors involved in RIA mergers to fiscal 2026 exam priority list https://www.wealthadvisordaily.com/story/ezra-group-s-ai-connector-directory-grows-from-69-to-244-in-ten-weeks Wealth Advisor Dailyen 2026-10-21T14:03:15.742Z Ezra Group's AI connector directory grows from 69 to 244 in ten weeks https://www.wealthadvisordaily.com/story/fee-only-ria-asset-share-falls-to-34-among-5bn-plus-firms-cerulli-finds Wealth Advisor Dailyen 2026-10-21T14:02:48.865Z Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds https://www.wealthadvisordaily.com/story/bofa-survey-37-of-incoming-u-s-family-office-principals-said-they-were-very-prep Wealth Advisor Dailyen 2026-10-21T12:00:29.726Z BofA survey: 37% of incoming U.S. family office principals said they were very prepared https://www.wealthadvisordaily.com/story/blackrock-q4-fixed-income-outlook-says-similar-yields-carry-different-risks Wealth Advisor Dailyen 2026-10-21T11:50:34.820Z BlackRock Q4 fixed income outlook says similar yields carry different risks https://www.wealthadvisordaily.com/story/bank-of-america-study-finds-37-of-family-offices-rate-incoming-principals-very-p Wealth Advisor Dailyen 2026-10-21T11:50:21.097Z BofA study: 37% said incoming principal was very prepared when transition occurred https://www.wealthadvisordaily.com/story/kitces-maps-a-two-track-client-review-strategy-for-compliance-wary-rias Wealth Advisor Dailyen 2026-10-21T11:49:52.922Z Nerd's Eye View lays out a two-pronged client review approach for RIAs https://www.wealthadvisordaily.com/story/us-pension-system-graded-c-as-sustainability-score-slips-to-57-1 Wealth Advisor Dailyen 2026-10-21T11:49:16.624Z US pension system graded C+ as sustainability score slips to 57.1 https://www.wealthadvisordaily.com/story/8vc-files-20-4m-fund-with-zero-sold-bregal-reports-80-8m-co-invest-sold Wealth Advisor Dailyen 2026-10-21T11:48:00.276Z 8VC files $20.4M fund with zero sold; Bregal reports $80.8M co-invest sold https://www.wealthadvisordaily.com/story/charles-schwab-plans-its-own-long-short-sma-ceo-rick-wurster-says Wealth Advisor Dailyen 2026-10-21T02:46:41.984Z Charles Schwab plans its own long/short SMA, CEO Rick Wurster says https://www.wealthadvisordaily.com/story/michael-kitces-ai-s-main-effect-will-be-deeper-client-engagements Wealth Advisor Dailyen 2026-10-20T23:42:06.894Z Michael Kitces: AI's main effect will be deeper client engagements https://www.wealthadvisordaily.com/story/prudential-wealth-advisors-to-centralize-recruiting-targeting-2027-launch Wealth Advisor Dailyen 2026-10-20T22:17:03.769Z Prudential Wealth Advisors to centralize recruiting, targeting 2027 launch https://www.wealthadvisordaily.com/story/devoe-ria-deal-volume-down-17-as-broker-dealers-enter-m-a Wealth Advisor Dailyen 2026-10-20T22:16:39.556Z DeVoe: RIA deal volume down 17% as broker-dealers enter M&A https://www.wealthadvisordaily.com/story/stanford-economists-estimate-california-prop-40-would-raise-30-billion Wealth Advisor Dailyen 2026-10-20T22:16:32.702Z Stanford economists estimate California Prop 40 would raise $30 billion https://www.wealthadvisordaily.com/story/morningstar-raises-vanguard-global-wellington-process-pillar-to-high Wealth Advisor Dailyen 2026-10-20T22:16:24.985Z Morningstar raises Vanguard Global Wellington process pillar to High https://www.wealthadvisordaily.com/story/elevation-point-takes-minority-stake-in-750m-ubs-las-vegas-breakaway Wealth Advisor Dailyen 2026-10-20T19:59:44.379Z Elevation Point takes minority stake in $750M UBS Las Vegas breakaway https://www.wealthadvisordaily.com/story/jump-ties-fmg-content-to-meeting-follow-ups-zocks-joins-lpl-network Wealth Advisor Dailyen 2026-10-20T19:59:33.800Z Jump links FMG content to follow-ups; Zocks partners with LPL https://www.wealthadvisordaily.com/story/beacon-pointe-adds-three-firms-and-1-35-billion-wealthspire-buys-atlantic-swiss Wealth Advisor Dailyen 2026-10-20T17:49:11.817Z Beacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss https://www.wealthadvisordaily.com/story/55ip-expands-ria-uma-lineup-with-j-p-morgan-blackrock-models Wealth Advisor Dailyen 2026-10-20T17:46:21.227Z 55ip expands RIA UMA lineup with J.P. Morgan, BlackRock models https://www.wealthadvisordaily.com/story/osaic-recruits-2-3-billion-icg-next-team-from-lpl-financial Wealth Advisor Dailyen 2026-10-20T17:46:13.550Z Osaic recruits $2.3 billion ICG next team from LPL Financial https://www.wealthadvisordaily.com/story/gen-z-trust-in-ai-only-advice-falls-to-10-sifma-kpmg-survey-finds Wealth Advisor Dailyen 2026-10-20T17:45:48.110Z Gen Z trust in AI-only advice falls to 10%, SIFMA-KPMG survey finds https://www.wealthadvisordaily.com/story/mercer-global-advisors-completes-aspen-investing-rollout-across-43-000-client-ac Wealth Advisor Dailyen 2026-10-20T17:45:07.994Z Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts https://www.wealthadvisordaily.com/story/devenir-52-of-hsa-assets-were-invested-by-june-30 Wealth Advisor Dailyen 2026-10-20T16:57:36.173Z Devenir: 52% of HSA assets were invested by June 30