https://www.wealthadvisordaily.com/story/coalition-greenwich-finds-22-of-100-000-to-5-million-households-use-both-advisor Wealth Advisor Dailyen 2026-10-08T22:04:14.125Z Coalition Greenwich finds 22% of $100,000-to-$5-million households use both advisors and DIY accounts https://www.wealthadvisordaily.com/story/iric-s-kevin-crain-urges-plainer-retirement-income-language-for-client-talks Wealth Advisor Dailyen 2026-10-08T22:03:39.233Z IRIC’s Kevin Crain urges plainer retirement income language for client talks https://www.wealthadvisordaily.com/story/hightower-s-w-2-ria-channel-to-add-1b-synergy-capital-solutions Wealth Advisor Dailyen 2026-10-08T20:36:55.105Z Hightower Signature to add $1B Synergy Capital Solutions https://www.wealthadvisordaily.com/story/section-530a-accounts-auto-enroll-60-million-children-stock-donation-rule-open-f Wealth Advisor Dailyen 2026-10-08T19:53:48.138Z More than 60 million children auto-enrolled in Trump accounts; stock-donation proposal out for comment https://www.wealthadvisordaily.com/story/orchard-financial-group-a-580-million-ameriprise-team-joins-wells-fargo-s-finet Wealth Advisor Dailyen 2026-10-08T17:39:54.100Z Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet https://www.wealthadvisordaily.com/story/vishal-khanduja-turns-bullish-as-eaton-vance-bond-fund-tops-benchmark-duration Wealth Advisor Dailyen 2026-10-08T17:35:53.458Z Vishal Khanduja turns bullish as Eaton Vance bond fund tops benchmark duration https://www.wealthadvisordaily.com/story/wealthmanagement-com-equity-plan-portals-explain-awards-but-not-tax-and-concentr Wealth Advisor Dailyen 2026-10-08T16:35:34.200Z WealthManagement.com: equity plan portals explain awards but not tax and concentration decisions https://www.wealthadvisordaily.com/story/orion-to-charge-vendors-a-connected-ecosystem-support-fee-for-platform-data Wealth Advisor Dailyen 2026-10-08T16:33:35.511Z Orion to charge vendors a Connected Ecosystem Support Fee for platform data https://www.wealthadvisordaily.com/story/ria-partner-buy-ins-should-be-debt-financed-not-savings-funded-column-argues Wealth Advisor Dailyen 2026-10-08T16:32:38.321Z RIA partner buy-ins should be debt-financed, not savings-funded, column argues https://www.wealthadvisordaily.com/story/merit-financial-acquires-1-1b-orchard-park-advisory-practice Wealth Advisor Dailyen 2026-10-08T15:47:28.224Z Merit Financial acquires $1.1B Orchard Park advisory practice https://www.wealthadvisordaily.com/story/wirehouses-shed-a-net-517-advisors-in-the-first-half-of-2026 Wealth Advisor Dailyen 2026-10-08T15:06:34.093Z Wirehouses shed a net 517 experienced advisors in the first half of 2026 https://www.wealthadvisordaily.com/story/bryn-mawr-trust-s-jamie-hopkins-weighs-cruts-for-inherited-iras Wealth Advisor Dailyen 2026-10-08T14:46:13.096Z Bryn Mawr Trust's Jamie Hopkins weighs CRUTs for inherited IRAs https://www.wealthadvisordaily.com/story/four-raymond-james-practices-move-more-than-1b-to-ascentis-keep-raymond-james-cu Wealth Advisor Dailyen 2026-10-08T13:10:54.896Z Four Raymond James practices move more than $1B to Ascentis, keep Raymond James custody https://www.wealthadvisordaily.com/story/roth-ira-transfers-to-a-new-custodian-do-not-reset-the-five-year-clock-ed-slott- Wealth Advisor Dailyen 2026-10-08T13:06:29.989Z Roth IRA transfers to a new custodian do not reset the five-year clock, Ed Slott's IRAHelp says https://www.wealthadvisordaily.com/story/a-60-day-ira-rollover-can-bridge-a-cash-crunch-with-two-rules-to-track Wealth Advisor Dailyen 2026-10-08T12:49:51.026Z A 60-day IRA rollover can bridge a cash crunch, with two rules to track https://www.wealthadvisordaily.com/story/merrill-morgan-stanley-ubs-and-wells-fargo-lose-517-net-advisors-in-h1-2026 Wealth Advisor Dailyen 2026-10-08T12:46:44.014Z Merrill, Morgan Stanley, UBS, Wells Fargo lose net 517 experienced advisors in H1 2026 https://www.wealthadvisordaily.com/story/wirehouses-lost-a-net-517-experienced-advisors-in-first-half-of-2026 Wealth Advisor Dailyen 2026-10-08T12:20:24.554Z Big four wirehouses lost a net 517 experienced advisors in first half of 2026 https://www.wealthadvisordaily.com/story/f2-strategy-87-of-wealth-firms-use-or-pilot-ai-6-run-agentic-tools Wealth Advisor Dailyen 2026-10-08T12:01:47.046Z F2 Strategy: 87% of surveyed wealth firms use or pilot AI; 6% run agentic tools https://www.wealthadvisordaily.com/story/tax-foundation-counts-40-state-tax-measures-colorado-s-top-rate-could-reach-8-4 Wealth Advisor Dailyen 2026-10-08T11:51:31.313Z Tax Foundation counts roughly 40 state tax measures; Colorado top rate would reach 8.4% https://www.wealthadvisordaily.com/story/xypn-registration-pipeline-hits-110-firms-as-rollup-advisors-join Wealth Advisor Dailyen 2026-10-08T03:24:19.361Z XYPN registration pipeline hits 110 firms as rollup advisors join https://www.wealthadvisordaily.com/story/schwab-agrees-to-sell-forge-trust-s-self-directed-ira-accounts-to-alto Wealth Advisor Dailyen 2026-10-07T23:35:21.732Z Schwab agrees to sell Forge Trust self-directed IRA custodian to Alto https://www.wealthadvisordaily.com/story/harris-poll-85-of-workers-40-61-want-guaranteed-income-23-own-annuities Wealth Advisor Dailyen 2026-10-07T23:35:18.143Z Harris poll: 85% of workers 40–61 find guaranteed monthly retirement income appealing https://www.wealthadvisordaily.com/story/ewen-harris-says-ai-should-buy-time-for-client-conversation-not-replace-it Wealth Advisor Dailyen 2026-10-07T23:34:28.637Z Ewen Harris says AI should buy time for client conversation, not replace it https://www.wealthadvisordaily.com/story/investorcom-finds-44-of-rollovers-occur-before-savers-turn-59 Wealth Advisor Dailyen 2026-10-07T23:34:25.496Z InvestorCOM finds 44% of rollovers occur before savers turn 59½ https://www.wealthadvisordaily.com/story/fidelity-says-a-few-hundred-advisory-firms-face-its-100-million-custody-cutoff Wealth Advisor Dailyen 2026-10-07T21:21:07.604Z Fidelity says a few hundred advisory firms face its $100 million custody cutoff https://www.wealthadvisordaily.com/story/tax-foundation-counts-roughly-40-state-tax-measures-on-november-ballots Wealth Advisor Dailyen 2026-10-07T20:37:54.321Z Tax Foundation counts roughly 40 state tax measures on November ballots https://www.wealthadvisordaily.com/story/betterment-waives-custody-fees-through-dec-31-2028-for-rias-transferring-from-fi Wealth Advisor Dailyen 2026-10-07T18:23:37.654Z Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity https://www.wealthadvisordaily.com/story/entity-structure-determines-what-a-personal-judgment-can-reach Wealth Advisor Dailyen 2026-10-07T17:47:18.619Z WealthManagement.com column: entity structure determines what a judgment can reach https://www.wealthadvisordaily.com/story/iul-income-illustrations-assume-level-crediting-and-a-full-equity-benchmark-weal Wealth Advisor Dailyen 2026-10-07T17:45:55.432Z IUL income illustrations assume level crediting and a full-equity benchmark, WealthManagement.com column says https://www.wealthadvisordaily.com/story/bank-of-america-survey-47-of-wealthy-see-next-generation-prepared-for-family-giv Wealth Advisor Dailyen 2026-10-07T17:43:01.925Z Bank of America survey: 47% of wealthy see next generation prepared for family giving https://www.wealthadvisordaily.com/story/bridgemark-s-jeff-nash-on-how-ria-sales-change-g2-advisors-path-to-ownership Wealth Advisor Dailyen 2026-10-07T15:09:35.703Z Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership https://www.wealthadvisordaily.com/story/kitces-publishes-clearnomics-seven-charts-for-q3-client-conversations Wealth Advisor Dailyen 2026-10-07T14:38:33.051Z Kitces publishes Clearnomics' seven charts for Q3 client conversations https://www.wealthadvisordaily.com/story/irahelp-ira-loans-are-barred-but-a-60-day-rollover-can-bridge-a-cash-crunch Wealth Advisor Dailyen 2026-10-07T14:37:30.996Z IRAHelp: IRA loans are barred, but a 60-day rollover can bridge a cash crunch https://www.wealthadvisordaily.com/story/advisers-misread-how-high-net-worth-women-build-wealth-blackrock-survey-finds Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z Advisers rank growing wealth eighth among women's priorities; women rank it first https://www.wealthadvisordaily.com/story/ria-consolidation-pays-g2-advisors-a-windfall-but-rewrites-their-succession-plan Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z What RIA consolidation means for G2 advisors' windfalls and succession paths https://www.wealthadvisordaily.com/story/envestnet-column-says-ultra-high-net-worth-clients-now-expect-family-office-coor Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z Envestnet column says ultra-high-net-worth clients now expect family-office coordination https://www.wealthadvisordaily.com/story/sec-settles-zoe-financial-referral-algorithm-case-with-a-450-000-penalty Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z SEC settles Zoe Financial referral-algorithm case with a $450,000 penalty https://www.wealthadvisordaily.com/story/87-of-wealth-firms-use-ai-but-only-6-run-it-inside-workflows Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z 87% of firms use or pilot AI; 6% run agentic tools inside workflows https://www.wealthadvisordaily.com/story/what-ria-podcast-veterans-say-should-be-in-place-before-recording Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites https://www.wealthadvisordaily.com/story/finra-bars-ex-wedbush-broker-william-sandeman-over-3-5-million-in-complex-etp-lo Wealth Advisor Dailyen 2026-10-07T12:07:43.461Z FINRA bars ex-Wedbush broker William Sandeman over $3.5 million in complex ETP losses https://www.wealthadvisordaily.com/story/merrill-s-form-adv-prices-manager-access-at-up-to-860-000-plus-0-1-of-revenue Wealth Advisor Dailyen 2026-10-07T12:01:47.476Z Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue https://www.wealthadvisordaily.com/story/brown-advisory-files-5-4m-dcvc-linked-fund-in-an-october-6-form-d-batch-from-80k Wealth Advisor Dailyen 2026-10-07T11:59:08.084Z Brown Advisory files $5.4M DCVC-linked fund in Form D batch from $80K to $227M https://www.wealthadvisordaily.com/story/fidelity-gives-rias-under-100-million-until-june-2027-to-leave-custody Wealth Advisor Dailyen 2026-10-07T10:36:10.950Z Fidelity gives RIAs under $100 million until June 2027 to leave custody https://www.wealthadvisordaily.com/story/schwab-adds-save-s-cash-strategy-to-its-sma-marketplace Wealth Advisor Dailyen 2026-10-07T01:39:18.678Z Schwab adds Save's cash strategy to its SMA marketplace