https://www.wealthadvisordaily.com/story/medicare-advantage-satisfaction-slips-again-and-advisors-get-an-opening Wealth Advisor Dailyen 2026-08-21T18:31:36.600Z Medicare Advantage satisfaction slips again, and advisors get an opening https://www.wealthadvisordaily.com/story/advisors-steady-on-today-darker-on-the-next-six-months Wealth Advisor Dailyen 2026-08-21T17:39:27.171Z Advisors steady on today, darker on the next six months https://www.wealthadvisordaily.com/story/irs-s-trump-account-proposal-turns-on-a-10-basis-point-cap Wealth Advisor Dailyen 2026-08-21T16:54:23.668Z IRS's Trump account proposal turns on a 10-basis-point cap https://www.wealthadvisordaily.com/story/clients-are-still-buying-risk-but-only-the-quality-kind Wealth Advisor Dailyen 2026-08-21T14:29:36.561Z Clients are still buying risk, but only the quality kind https://www.wealthadvisordaily.com/story/schwab-keeps-the-small-accounts-edward-jones-buys-in Wealth Advisor Dailyen 2026-08-21T12:08:16.062Z Schwab keeps the small accounts. Edward Jones buys in. https://www.wealthadvisordaily.com/story/a-free-exit-score-is-resettling-ria-prices Wealth Advisor Dailyen 2026-08-21T11:50:21.895Z A free exit score is resettling RIA prices https://www.wealthadvisordaily.com/story/the-100-million-case-for-sending-a-woman-to-the-pitch Wealth Advisor Dailyen 2026-08-21T08:27:54.987Z The $100 million case for sending a woman to the pitch https://www.wealthadvisordaily.com/story/americans-use-ai-all-the-time-for-money-they-still-want-a-human Wealth Advisor Dailyen 2026-08-20T22:05:51.866Z Americans use AI all the time. For money, they still want a human. https://www.wealthadvisordaily.com/story/fp-transitions-free-tool-puts-a-number-on-an-ria-s-exit-math Wealth Advisor Dailyen 2026-08-20T22:02:48.557Z FP Transitions' free tool puts a number on an RIA's exit math https://www.wealthadvisordaily.com/story/the-64-000-inheritance-should-drive-the-plan Wealth Advisor Dailyen 2026-08-20T19:19:03.287Z The $64,000 inheritance should drive the plan https://www.wealthadvisordaily.com/story/sec-asks-finra-for-an-accredited-investor-exam-that-tests-know-how Wealth Advisor Dailyen 2026-08-20T19:09:40.554Z SEC asks FINRA for an accredited-investor exam that tests know-how https://www.wealthadvisordaily.com/story/invesco-cuts-fees-but-the-way-out-costs-5-cents-on-the-dollar Wealth Advisor Dailyen 2026-08-20T18:34:18.470Z Invesco cuts fees 20%, prices real estate exit at 95 cents https://www.wealthadvisordaily.com/story/social-security-s-free-lump-sum-is-a-permanent-benefit-cut Wealth Advisor Dailyen 2026-08-20T18:32:59.816Z Social Security's 'free' lump sum is a permanent benefit cut https://www.wealthadvisordaily.com/story/vestmark-at-25-50-billion-on-the-platform-and-an-ai-bet-that-needs-proving Wealth Advisor Dailyen 2026-08-20T17:08:13.416Z Vestmark at 25: $50 billion, five cycles, and an AI bet https://www.wealthadvisordaily.com/story/edward-jones-s-5-000-digital-pilot-makes-the-advisor-network-the-product Wealth Advisor Dailyen 2026-08-20T16:07:15.285Z Edward Jones's $5,000 digital pilot makes the advisor network the product https://www.wealthadvisordaily.com/story/multi-year-search-leads-400-million-illinois-practice-to-stratos Wealth Advisor Dailyen 2026-08-20T14:29:27.345Z SEI-backed Stratos acquires $400 million Illinois planning firm https://www.wealthadvisordaily.com/story/a-california-trust-fight-tests-the-slayer-statute-before-trial Wealth Advisor Dailyen 2026-08-20T13:06:34.561Z A California trust fight tests the slayer statute before trial https://www.wealthadvisordaily.com/story/schwab-s-5-million-referral-floor-forces-rias-to-recruit-their-own-clients Wealth Advisor Dailyen 2026-08-20T13:06:18.626Z Schwab's $5 million referral floor reshapes RIA client growth https://www.wealthadvisordaily.com/story/the-alt-platform-itself-is-now-diligence Wealth Advisor Dailyen 2026-08-20T13:06:18.626Z The Alt Platform Itself Is Now Diligence https://www.wealthadvisordaily.com/story/a-vacation-home-is-a-clue-not-the-goal Wealth Advisor Dailyen 2026-08-20T12:10:05.773Z A vacation home is a clue, not the goal https://www.wealthadvisordaily.com/story/envestnet-rolls-back-moneyguidepro-upgrade-after-19-day-advisor-backlash Wealth Advisor Dailyen 2026-08-20T10:46:05.541Z Envestnet rolls back MoneyGuidePro upgrade after 19-day advisor backlash https://www.wealthadvisordaily.com/story/the-sec-is-telling-you-what-your-next-exam-will-test Wealth Advisor Dailyen 2026-08-20T07:01:18.927Z SEC tells preview what your next exam will test https://www.wealthadvisordaily.com/story/schwab-ends-sub-5-million-referrals-for-advisor-network-firms Wealth Advisor Dailyen 2026-08-20T02:34:14.467Z Schwab ends sub-$5-million RIA referrals starting in 2027 https://www.wealthadvisordaily.com/story/virtual-wellness-check-ins-give-advisors-a-near-retiree-hook Wealth Advisor Dailyen 2026-08-20T01:35:18.232Z Virtual wellness check-ins give advisors a near-retiree hook https://www.wealthadvisordaily.com/story/social-security-s-next-tax-fight-has-a-400-000-donut-hole Wealth Advisor Dailyen 2026-08-19T22:13:02.772Z Two Social Security tax fixes: $400,000 donut hole and a health-benefit tax https://www.wealthadvisordaily.com/story/child-free-adults-are-less-confident-about-retirement-allianz-finds Wealth Advisor Dailyen 2026-08-19T22:04:39.910Z Child-free adults are less confident about retirement, Allianz finds https://www.wealthadvisordaily.com/story/hsa-balances-hit-a-record-most-owners-still-don-t-invest Wealth Advisor Dailyen 2026-08-19T22:03:19.786Z HSA balances hit a record; most owners still don't invest https://www.wealthadvisordaily.com/story/custodians-pull-back-from-the-tax-trade-wealthy-clients-love Wealth Advisor Dailyen 2026-08-19T21:30:59.836Z Schwab and Fidelity tighten the door on the $150 billion tax trade https://www.wealthadvisordaily.com/story/why-active-funds-lag-their-trading-erases-their-stock-picks Wealth Advisor Dailyen 2026-08-19T21:16:00.566Z Why active funds lag: their trading erases their stock picks https://www.wealthadvisordaily.com/story/for-inherited-iras-the-60-day-rollover-is-a-one-way-door Wealth Advisor Dailyen 2026-08-19T18:57:27.851Z For inherited IRAs, the 60-day rollover is a one-way door