https://www.wealthadvisordaily.com/story/hackers-used-ai-agents-to-target-2-250-microsoft-365-organizations Wealth Advisor Dailyen 2026-10-28T18:53:39.289Z Hackers used AI agents against over 2,250 Microsoft 365 organizations https://www.wealthadvisordaily.com/story/advisors-weigh-trump-accounts-as-a-gifting-tool Wealth Advisor Dailyen 2026-10-28T18:06:14.752Z Advisors weigh Trump accounts as a gifting tool https://www.wealthadvisordaily.com/story/84-of-cnbc-financial-advisor-100-never-appear-in-ai-answers Wealth Advisor Dailyen 2026-10-28T18:04:40.347Z 84 of CNBC Financial Advisor 100 never appear in AI answers https://www.wealthadvisordaily.com/story/schwab-offers-4-800-credit-for-claude-enterprise-seats Wealth Advisor Dailyen 2026-10-28T17:18:10.990Z Schwab offers $4,800 credit for Claude enterprise seats https://www.wealthadvisordaily.com/story/ubs-americas-net-advisor-count-falls-43-in-q3 Wealth Advisor Dailyen 2026-10-28T17:17:48.197Z UBS Americas net advisor count falls 43 in Q3 https://www.wealthadvisordaily.com/story/dst-interests-need-four-documents-when-the-holder-dies Wealth Advisor Dailyen 2026-10-28T16:19:30.869Z DST interests need four documents when the holder dies https://www.wealthadvisordaily.com/story/itemizers-face-0-5-agi-floor-on-2026-charitable-gifts Wealth Advisor Dailyen 2026-10-28T15:24:26.895Z Itemizers face 0.5% AGI floor on 2026 charitable gifts https://www.wealthadvisordaily.com/story/excess-ira-contributions-have-two-fixes-after-the-oct-15-deadline Wealth Advisor Dailyen 2026-10-28T14:47:40.685Z Excess IRA contributions have two fixes after the Oct. 15 deadline https://www.wealthadvisordaily.com/story/fp-transitions-urges-enterprise-value-baseline-before-2027-goals Wealth Advisor Dailyen 2026-10-28T14:01:52.608Z FP Transitions urges enterprise-value baseline before 2027 goals https://www.wealthadvisordaily.com/story/irs-makes-one-section-351-etf-swap-taxable-lists-others-for-review Wealth Advisor Dailyen 2026-10-28T13:06:18.677Z IRS makes one Section 351 ETF swap taxable, lists others for review https://www.wealthadvisordaily.com/story/more-than-20-000-us-employers-offer-an-ichra-up-53-in-a-year Wealth Advisor Dailyen 2026-10-28T10:55:12.301Z More than 20,000 US businesses offer an ICHRA, up 53% from 2025 https://www.wealthadvisordaily.com/story/nationwide-small-cap-fund-leads-capital-gains-estimates-at-57-of-nav Wealth Advisor Dailyen 2026-10-28T07:21:12.795Z Nationwide small-cap fund leads capital gains estimates at 57% of NAV https://www.wealthadvisordaily.com/story/lpl-cuts-commonwealth-retention-forecast-to-83 Wealth Advisor Dailyen 2026-10-28T00:20:30.217Z LPL cuts Commonwealth retention forecast to 83% https://www.wealthadvisordaily.com/story/john-hancock-mit-preparedness-index-holds-at-60-caregiving-scores-43 Wealth Advisor Dailyen 2026-10-27T21:56:58.235Z John Hancock-MIT longevity index stays at 60; caregiving lags at 43 https://www.wealthadvisordaily.com/story/54-of-us-adults-unaware-of-rollover-options-after-leaving-a-job Wealth Advisor Dailyen 2026-10-27T13:35:44.562Z 54% of US adults unaware of savings options after leaving a job https://www.wealthadvisordaily.com/story/blackrock-recasts-hedge-funds-as-core-portfolio-holdings Wealth Advisor Dailyen 2026-10-27T11:54:48.888Z BlackRock makes the case for hedge funds as core holdings https://www.wealthadvisordaily.com/story/40-of-investors-changed-portfolios-before-nov-3-midterms Wealth Advisor Dailyen 2026-10-27T11:53:32.135Z 40% of investors changed portfolios before Nov. 3 midterms https://www.wealthadvisordaily.com/story/beneficiary-rmd-math-turns-on-death-date-and-required-beginning-date Wealth Advisor Dailyen 2026-10-27T01:21:18.341Z Beneficiary RMD math turns on death date and required beginning date https://www.wealthadvisordaily.com/story/zocks-ai-tools-reach-lpl-financial-s-32-000-advisers Wealth Advisor Dailyen 2026-10-27T01:11:17.079Z Zocks AI tools reach LPL's more than 32,000 advisers https://www.wealthadvisordaily.com/story/nevis-raises-70m-series-b-with-schwab-backing Wealth Advisor Dailyen 2026-10-27T01:03:07.020Z Nevis raises $70M Series B with Schwab and EQT backing https://www.wealthadvisordaily.com/story/advisors-trade-broad-referral-asks-for-specific-introductions Wealth Advisor Dailyen 2026-10-27T00:56:58.357Z Advisors should swap broad referral asks for specific prompts https://www.wealthadvisordaily.com/story/advisors-find-outside-assets-near-20-of-household-wealth Wealth Advisor Dailyen 2026-10-27T00:54:36.521Z Some advisors find outside assets near 20% of client wealth https://www.wealthadvisordaily.com/story/maryland-board-chooses-employer-plan-over-state-program Wealth Advisor Dailyen 2026-10-27T00:53:42.750Z Maryland board chooses employer plan over state program