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 https://www.wealthadvisordaily.com/story/nationwide-survey-74-of-gen-z-weighed-portfolio-changes-before-midterms Wealth Advisor Dailyen 2026-10-20T15:35:10.462Z Nationwide survey: nearly three-quarters of Gen Z changed or considered changing portfolios https://www.wealthadvisordaily.com/story/tax-foundation-says-florida-amendment-3-would-cut-local-property-tax-base Wealth Advisor Dailyen 2026-10-20T15:32:56.622Z Tax Foundation says Florida Amendment 3 would cut the local property tax base https://www.wealthadvisordaily.com/story/bofa-cuts-ameriprise-to-underperform-citing-advisor-exits-and-retention-loan-cos Wealth Advisor Dailyen 2026-10-20T15:31:54.419Z BofA cuts Ameriprise to Underperform, citing advisor exits and retention loan costs https://www.wealthadvisordaily.com/story/partners-group-cuts-fees-on-6-6bn-global-value-fund-ahead-of-vote Wealth Advisor Dailyen 2026-10-20T15:30:51.011Z Partners Group cuts fees on €6.6bn Global Value fund ahead of vote https://www.wealthadvisordaily.com/story/osaic-adds-2-3-billion-icg-next-from-lpl-keeping-firm-s-brand Wealth Advisor Dailyen 2026-10-20T15:29:43.166Z Osaic adds $2.3 billion ICG next from LPL, keeping firm's brand https://www.wealthadvisordaily.com/story/mercer-advisors-completes-aspen-investing-rollout-with-in-house-direct-indexing-892h Wealth Advisor Dailyen 2026-10-20T15:29:11.845Z Mercer Advisors completes Aspen Investing rollout with in-house direct indexing https://www.wealthadvisordaily.com/story/assetmark-adds-two-private-equity-interval-funds-taking-shelf-to-six Wealth Advisor Dailyen 2026-10-20T15:29:00.969Z AssetMark adds two private equity interval funds, taking shelf to six https://www.wealthadvisordaily.com/story/investmentnews-column-independent-firms-can-develop-associate-advisors-through-s Wealth Advisor Dailyen 2026-10-20T13:16:57.253Z InvestmentNews column: independent firms can develop associate advisors through strategic projects https://www.wealthadvisordaily.com/story/betterment-adds-mega-backdoor-roth-to-its-solo-401-k-platform Wealth Advisor Dailyen 2026-10-20T13:16:41.902Z Betterment adds mega-backdoor Roth to its solo 401(k) platform https://www.wealthadvisordaily.com/story/icg-next-leaves-lpl-for-osaic-with-2-3-billion-and-acquisition-plans Wealth Advisor Dailyen 2026-10-20T12:12:59.968Z ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans https://www.wealthadvisordaily.com/story/focus-financial-partners-names-nevis-its-enterprise-ai-platform-starting-with-ac Wealth Advisor Dailyen 2026-10-20T11:53:19.120Z Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening https://www.wealthadvisordaily.com/story/bank-of-america-downgrades-ameriprise-questioning-whether-retention-bonuses-keep Wealth Advisor Dailyen 2026-10-20T11:52:20.971Z Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams https://www.wealthadvisordaily.com/story/empower-survey-1-in-3-americans-may-have-lost-track-of-an-old-401-k Wealth Advisor Dailyen 2026-10-20T11:51:55.529Z Empower survey: 1 in 3 Americans may have lost track of an old 401(k) https://www.wealthadvisordaily.com/story/rockefeller-family-dynamics-head-says-trusts-alone-don-t-prepare-heirs Wealth Advisor Dailyen 2026-10-20T11:49:55.917Z Rockefeller family-dynamics head says trusts alone don't prepare heirs https://www.wealthadvisordaily.com/story/average-social-security-cola-adds-75-a-month-in-2027-fidelity-suggests-a-plannin Wealth Advisor Dailyen 2026-10-20T00:50:03.693Z Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review https://www.wealthadvisordaily.com/story/shinyhunters-claimed-client-data-theft-at-mercer-and-beacon-pointe Wealth Advisor Dailyen 2026-10-19T20:40:36.528Z ShinyHunters claimed client data theft at Mercer and Beacon Pointe https://www.wealthadvisordaily.com/story/two-jpmorgan-advisors-leave-with-18-6b-to-launch-self-funded-latigo-peak Wealth Advisor Dailyen 2026-10-19T20:39:58.133Z Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak https://www.wealthadvisordaily.com/story/edward-jones-81-of-caregivers-would-sacrifice-their-own-financial-security Wealth Advisor Dailyen 2026-10-19T18:56:04.919Z Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security https://www.wealthadvisordaily.com/story/phil-scott-jim-atwood-launch-self-funded-ria-with-18-6-billion Wealth Advisor Dailyen 2026-10-19T17:19:37.647Z Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion https://www.wealthadvisordaily.com/story/sofi-survey-women-25-45-rank-investing-11th-among-money-priorities Wealth Advisor Dailyen 2026-10-19T17:19:13.070Z SoFi survey: women 25-45 rank investing 11th among money priorities https://www.wealthadvisordaily.com/story/ascensus-expects-18-to-20-advisory-firms-on-401-k-referral-platform-within-a-yea Wealth Advisor Dailyen 2026-10-19T15:02:24.674Z Ascensus expects 18 to 20 advisory firms on 401(k) referral platform within a year https://www.wealthadvisordaily.com/story/bernstein-s-jennifer-goode-says-childless-clients-are-underserved-in-estate-plan Wealth Advisor Dailyen 2026-10-19T13:38:37.043Z Bernstein's Jennifer Goode says childless clients are underserved in estate planning https://www.wealthadvisordaily.com/story/jarvis-and-shilanski-lay-out-a-30-profitability-floor-and-client-color-coding Wealth Advisor Dailyen 2026-10-19T12:52:06.632Z Jarvis and Shilanski lay out a 30% profitability floor and client color coding https://www.wealthadvisordaily.com/story/sowell-management-names-scott-dooley-cio-and-forms-office-of-the-cio Wealth Advisor Dailyen 2026-10-19T12:50:31.064Z Sowell Management names Scott Dooley CIO and forms Office of the CIO https://www.wealthadvisordaily.com/story/janney-opens-houston-office-with-four-raymond-james-advisors-managing-nearly-3-5 Wealth Advisor Dailyen 2026-10-19T12:50:13.663Z Janney opens Houston office with four Raymond James advisors managing nearly $3.5B https://www.wealthadvisordaily.com/story/morningstar-excluding-long-term-care-costs-cuts-u-s-retirement-shortfall-risk-ab Wealth Advisor Dailyen 2026-10-19T12:00:02.979Z Morningstar: Excluding long-term-care costs cuts U.S. retirement shortfall risk about 25% https://www.wealthadvisordaily.com/story/f-g-finds-51-of-pre-retirees-plan-to-semi-retire-rather-than-stop-working Wealth Advisor Dailyen 2026-10-19T11:46:13.005Z F&G finds 51% of pre-retirees plan to semi-retire rather than stop working https://www.wealthadvisordaily.com/story/morningstar-research-puts-retirement-shortfall-risk-at-40-45 Wealth Advisor Dailyen 2026-10-18T21:45:45.686Z Morningstar research puts retirement shortfall risk at 40%-45%