https://www.wealthadvisordaily.com/story/one-in-10-first-time-buyers-used-inheritance-for-a-down-payment Wealth Advisor Dailyen 2026-11-05T23:34:15.605Z One in 10 first-time buyers used an inheritance for a down payment https://www.wealthadvisordaily.com/story/alliant-builds-ria-recruiting-arm-led-by-dan-newhall Wealth Advisor Dailyen 2026-11-05T23:33:50.425Z Alliant builds RIA recruiting arm led by Dan Newhall https://www.wealthadvisordaily.com/story/fidelity-capital-group-and-blackrock-funds-hold-15-billion-of-anthropic Wealth Advisor Dailyen 2026-11-05T23:24:56.414Z Fidelity, Capital Group and BlackRock funds hold $15 billion of Anthropic https://www.wealthadvisordaily.com/story/advisors-told-to-include-adult-daughters-in-planning-talks Wealth Advisor Dailyen 2026-11-05T23:12:12.336Z Advisors told to include adult daughters in planning talks https://www.wealthadvisordaily.com/story/momentum-wealth-ceo-says-17-million-prospects-get-the-same-process Wealth Advisor Dailyen 2026-11-05T23:05:14.254Z Momentum Wealth CEO says $17 million prospects get the same process https://www.wealthadvisordaily.com/story/broker-dealers-can-market-projected-returns-under-new-finra-rule Wealth Advisor Dailyen 2026-11-05T22:47:17.382Z Broker/dealers can market projected returns under new FINRA rule https://www.wealthadvisordaily.com/story/mariner-s-hugo-ai-finds-22-billion-in-client-assets Wealth Advisor Dailyen 2026-11-05T22:45:11.593Z Mariner's Hugo AI finds $22 billion in client assets https://www.wealthadvisordaily.com/story/irs-releases-2027-inflation-adjustments-for-almost-70-tax-provisions Wealth Advisor Dailyen 2026-11-05T22:43:36.042Z IRS releases 2027 inflation adjustments for almost 70 tax provisions https://www.wealthadvisordaily.com/story/three-ria-tech-tie-ups-target-models-data-and-transitions Wealth Advisor Dailyen 2026-11-05T22:36:57.024Z Vestmark, NDEX and Forms Logic target RIA models, data and transitions https://www.wealthadvisordaily.com/story/kintra-wealth-starts-recruiting-teams-at-its-4-3-billion-ria Wealth Advisor Dailyen 2026-11-05T22:35:03.344Z Kintra Wealth starts recruiting teams at its $4.3 billion RIA https://www.wealthadvisordaily.com/story/mercer-advisors-acquires-ai-tax-firm-fifteenth Wealth Advisor Dailyen 2026-11-05T22:34:04.967Z Mercer Advisors acquires AI tax firm Fifteenth https://www.wealthadvisordaily.com/story/annuity-risk-sits-in-fixed-deferred-contracts-pechter-warns Wealth Advisor Dailyen 2026-11-05T22:34:04.823Z Annuity risk sits in fixed deferred contracts, Pechter warns https://www.wealthadvisordaily.com/story/hsbc-wealth-head-says-ai-won-t-replace-advisors Wealth Advisor Dailyen 2026-11-05T22:32:42.040Z HSBC wealth head says AI won't replace advisors https://www.wealthadvisordaily.com/story/irs-tells-paid-preparers-to-renew-ptins-before-dec-31 Wealth Advisor Dailyen 2026-11-04T17:55:36.523Z IRS tells paid preparers to renew PTINs before Dec. 31 https://www.wealthadvisordaily.com/story/vacation-homes-among-seven-worst-assets-to-leave-heirs Wealth Advisor Dailyen 2026-11-04T17:53:53.308Z Vacation homes among seven worst assets to leave heirs https://www.wealthadvisordaily.com/story/democrats-retake-congress-and-plan-corporate-tax-increase-to-21 Wealth Advisor Dailyen 2026-11-04T17:51:41.298Z Democrats retake Congress, plan to raise the corporate rate from 21% https://www.wealthadvisordaily.com/story/advisory-firms-told-to-put-ai-and-cybersecurity-policy-in-writing Wealth Advisor Dailyen 2026-11-04T17:51:01.398Z Advisory firms told to put AI and cybersecurity policy in writing https://www.wealthadvisordaily.com/story/ishares-core-msci-eafe-earns-morningstar-gold-rating Wealth Advisor Dailyen 2026-11-04T15:46:31.595Z iShares Core MSCI EAFE earns Morningstar Gold rating https://www.wealthadvisordaily.com/story/clearlake-launches-private-wealth-platform-and-interval-fund Wealth Advisor Dailyen 2026-11-04T15:45:32.850Z Clearlake launches private wealth platform, announces interval fund https://www.wealthadvisordaily.com/story/spouse-ira-beneficiaries-face-year-of-death-rmd-deadline Wealth Advisor Dailyen 2026-11-04T15:42:07.266Z Spouse IRA beneficiaries face year-of-death RMD deadline https://www.wealthadvisordaily.com/story/charitable-deductions-face-a-0-5-agi-floor-in-2026 Wealth Advisor Dailyen 2026-11-04T15:40:31.501Z Charitable deductions face a 0.5% AGI floor in 2026 https://www.wealthadvisordaily.com/story/ria-rollover-equity-climbs-to-33-in-2026 Wealth Advisor Dailyen 2026-11-04T13:35:43.519Z Buyers expect RIA rollover equity to reach 33% in 2026 https://www.wealthadvisordaily.com/story/rushing-an-estate-settlement-can-void-a-beneficiary-s-disclaimer Wealth Advisor Dailyen 2026-11-04T13:00:56.018Z Rushing an estate settlement can void a beneficiary's disclaimer https://www.wealthadvisordaily.com/story/democratic-sweep-sends-10-year-treasury-yield-down-4-7-bps Wealth Advisor Dailyen 2026-11-04T10:50:46.602Z Democratic sweep sends 10-year Treasury yield down 4.7 bps https://www.wealthadvisordaily.com/story/bond-risk-reward-gap-widens-to-10-5-points-as-yields-rise Wealth Advisor Dailyen 2026-11-04T06:14:06.407Z Bond risk/reward gap widens to 10.5 points as yields rise