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 https://www.wealthadvisordaily.com/story/dynasty-hires-implementation-chief-to-get-rias-to-use-its-platform Wealth Advisor Dailyen 2026-08-19T18:28:06.590Z Dynasty hires implementation chief to get RIAs to use its platform https://www.wealthadvisordaily.com/story/a-644m-solo-practice-finds-an-exit-in-a-160b-aggregator Wealth Advisor Dailyen 2026-08-19T18:27:41.980Z A $644M solo practice finds an exit in a $160B aggregator https://www.wealthadvisordaily.com/story/kestra-puts-a-product-executive-in-charge-of-wealth-management Wealth Advisor Dailyen 2026-08-19T18:23:48.242Z Kestra puts a product executive in charge of wealth management https://www.wealthadvisordaily.com/story/fisher-s-4-billion-treasury-etf-swap-hands-advisors-a-duration-check Wealth Advisor Dailyen 2026-08-19T17:27:12.550Z Fisher's $4 billion Treasury ETF swap hands advisors a duration check https://www.wealthadvisordaily.com/story/the-last-mile-of-retirement-is-a-planning-gap-advisors-can-close Wealth Advisor Dailyen 2026-08-19T17:05:32.166Z The last mile of retirement is a planning gap advisors can close https://www.wealthadvisordaily.com/story/schwab-s-fraud-guide-hands-rias-a-client-conversation-starter Wealth Advisor Dailyen 2026-08-19T15:41:40.658Z Schwab's fraud guide hands clients a response checklist https://www.wealthadvisordaily.com/story/two-sigma-divorce-puts-founder-owner-planning-on-the-stand Wealth Advisor Dailyen 2026-08-19T15:41:40.658Z Two Sigma divorce puts founder-owner planning on the stand https://www.wealthadvisordaily.com/story/appeals-court-lets-nyc-pied-terre-tax-proceed-sept-18-deadline-holds Wealth Advisor Dailyen 2026-08-19T15:41:40.658Z Appeals court lets NYC pied-à-terre tax proceed; Sept. 18 deadline holds https://www.wealthadvisordaily.com/story/clawback-verdict-5-6-million-reminder-of-the-cost-of-leaving Wealth Advisor Dailyen 2026-08-19T15:41:40.658Z Clawback verdict: $5.6 million reminder of the cost of leaving https://www.wealthadvisordaily.com/story/sec-examiners-want-your-ai-governance-on-the-record Wealth Advisor Dailyen 2026-08-19T15:41:38.432Z SEC examiners want your AI governance on the record https://www.wealthadvisordaily.com/story/edelman-s-tro-shows-an-advisor-s-non-solicit-clause-followed-him-to-rfg Wealth Advisor Dailyen 2026-08-19T15:41:38.432Z Edelman's TRO shows an advisor's non-solicit clause followed him to RFG https://www.wealthadvisordaily.com/story/carlyle-s-2-8-billion-mai-bet-re-prices-the-ria-exit Wealth Advisor Dailyen 2026-08-19T15:41:38.432Z Carlyle's $2.8 billion MAI bet re-prices the RIA exit https://www.wealthadvisordaily.com/story/vanguard-adds-a-customization-layer-to-its-model-portfolios Wealth Advisor Dailyen 2026-08-19T15:41:33.529Z Vanguard launches customizable models without breaking the 0.07% expense ratio https://www.wealthadvisordaily.com/story/vista-s-preferred-stake-adds-cais-s-cap-table-to-the-ria-diligence-file Wealth Advisor Dailyen 2026-08-19T15:41:33.529Z CAIS doubles to $2 billion, and the cap table becomes diligence https://www.wealthadvisordaily.com/story/prospera-s-2-5-1-support-ratio-faces-a-300-million-test Wealth Advisor Dailyen 2026-08-19T15:41:33.529Z Abound's $300 Million Move Tests Prospera's 2.5:1 Support Pledge https://www.wealthadvisordaily.com/story/taxoptix-sells-small-businesses-on-tax-savings-then-401-k-s Wealth Advisor Dailyen 2026-08-19T15:41:33.529Z TaxOptix makes tax savings the doorway to 401(k) plans https://www.wealthadvisordaily.com/story/history-s-capital-cycle-casts-the-ai-boom-as-a-railway-moment Wealth Advisor Dailyen 2026-08-19T15:41:33.529Z History's capital cycle casts the AI boom as a railway moment https://www.wealthadvisordaily.com/story/fidelity-answers-the-cash-question-without-a-product-list Wealth Advisor Dailyen 2026-08-19T15:41:25.182Z Fidelity pushes cash beyond money markets, without naming the three https://www.wealthadvisordaily.com/story/sec-prepares-to-ease-pay-to-play-rule-on-ria-donations Wealth Advisor Dailyen 2026-08-19T15:41:25.182Z SEC prepares to ease pay-to-play rule on RIA donations https://www.wealthadvisordaily.com/story/cfp-pay-study-gives-owners-a-hiring-and-retention-playbook Wealth Advisor Dailyen 2026-08-19T15:41:25.182Z CFP pay study: certification pays an 11% premium https://www.wealthadvisordaily.com/story/a-6-million-payout-puts-forbes-advisor-rankings-under-a-cloud Wealth Advisor Dailyen 2026-08-19T15:41:25.182Z A $6 million payout puts Forbes' advisor rankings under a cloud https://www.wealthadvisordaily.com/story/the-fee-disclosure-lesson-in-the-sec-s-pre-ipo-fund-case Wealth Advisor Dailyen 2026-08-19T15:40:59.734Z The fee-disclosure lesson in the SEC's pre-IPO fund case https://www.wealthadvisordaily.com/story/treasury-doubles-long-dated-buybacks-as-30-year-yield-hits-19-year-high Wealth Advisor Dailyen 2026-08-19T15:40:59.734Z Treasury doubles long-dated buybacks as 30-year yield hits 19-year high https://www.wealthadvisordaily.com/story/a-40-million-book-reassignment-suit-is-a-disability-leave-warning Wealth Advisor Dailyen 2026-08-19T14:46:37.917Z A $40 million book-reassignment suit is a disability-leave warning https://www.wealthadvisordaily.com/story/a-will-is-only-as-good-as-its-last-review Wealth Advisor Dailyen 2026-08-19T14:46:19.969Z A will is only as good as its last review https://www.wealthadvisordaily.com/story/the-50-000-gate-in-every-roth-ira Wealth Advisor Dailyen 2026-08-19T13:31:52.615Z Two Roth IRAs, one bucket, and a $50,000 ordering rule https://www.wealthadvisordaily.com/story/bonds-newfound-unpopularity-is-an-active-manager-s-opening Wealth Advisor Dailyen 2026-08-19T12:38:33.970Z Bonds' newfound unpopularity is an active manager's opening https://www.wealthadvisordaily.com/story/for-the-misengaged-spouse-meeting-format-is-the-fix Wealth Advisor Dailyen 2026-08-19T11:53:29.388Z For the misengaged spouse, meeting format is the fix https://www.wealthadvisordaily.com/story/lpl-s-rmd-estimator-brings-age-73-rules-to-the-client-meeting Wealth Advisor Dailyen 2026-08-19T10:59:40.516Z LPL's RMD estimator brings age-73 rules to the client meeting https://www.wealthadvisordaily.com/story/ria-deal-report-maps-what-buyers-reject Wealth Advisor Dailyen 2026-08-19T01:23:13.530Z RIA deal report maps what buyers reject https://www.wealthadvisordaily.com/story/ria-deal-volume-sets-a-third-straight-record Wealth Advisor Dailyen 2026-08-19T01:22:42.571Z RIA M&A's record streak runs through DeVoe's newest Deal Book https://www.wealthadvisordaily.com/story/ags-the-four-attributes-that-separate-9x-ria-sellers-from-15x-sellers Wealth Advisor Dailyen 2026-08-19T01:21:14.217Z AGS: the four attributes that decide 9x vs 15x RIA pricing https://www.wealthadvisordaily.com/story/the-premium-in-ria-deals-now-goes-to-fit-not-growth Wealth Advisor Dailyen 2026-08-19T01:18:07.835Z The premium in RIA deals now goes to fit, not growth https://www.wealthadvisordaily.com/story/the-deal-that-sets-your-ria-price-is-never-signed Wealth Advisor Dailyen 2026-08-19T01:17:50.519Z The deal that sets your RIA price is never signed https://www.wealthadvisordaily.com/story/internal-succession-doesn-t-add-up-for-most-rias-devoe-finds Wealth Advisor Dailyen 2026-08-19T01:17:00.100Z Succession nears a breaking point, DeVoe survey finds https://www.wealthadvisordaily.com/story/the-530a-turns-a-birth-date-into-a-roth-start-date Wealth Advisor Dailyen 2026-08-19T01:15:56.897Z A 530A starts retirement savings years before a first paycheck https://www.wealthadvisordaily.com/story/ria-succession-planning-drops-as-nextgen-readiness-lags Wealth Advisor Dailyen 2026-08-19T01:15:18.769Z Succession planning drops as NextGen readiness lags https://www.wealthadvisordaily.com/story/self-employed-owners-can-t-use-employer-money-for-their-kids-trump-accounts Wealth Advisor Dailyen 2026-08-19T01:09:15.711Z Self-employed owners can't use employer money for their kids' Trump accounts https://www.wealthadvisordaily.com/story/value-funds-take-33-of-equity-sleeves-highest-since-2021 Wealth Advisor Dailyen 2026-08-19T01:07:58.726Z Index funds reach 42% of average advisor portfolio, Fidelity says https://www.wealthadvisordaily.com/story/slott-60-day-roth-conversion-dodges-the-one-rollover-rule Wealth Advisor Dailyen 2026-08-19T00:58:33.502Z Ed Slott: 60-day Roth conversion bypasses one-rollover rule https://www.wealthadvisordaily.com/story/look-through-trust-rules-set-the-payout-clock-for-inherited-iras Wealth Advisor Dailyen 2026-08-19T00:56:55.716Z Look-through trust rules set the payout clock for inherited IRAs https://www.wealthadvisordaily.com/story/the-emotional-work-of-selling-an-ria-starts-before-the-buyer-does Wealth Advisor Dailyen 2026-08-19T00:48:09.179Z A seller's emotions can make or break an RIA deal https://www.wealthadvisordaily.com/story/retirement-creditor-protection-starts-with-erisa-ends-with-state-law Wealth Advisor Dailyen 2026-08-19T00:45:06.652Z Retirement creditor protection starts with ERISA, ends with state law https://www.wealthadvisordaily.com/story/a-spouse-s-401-k-can-quietly-end-the-ira-deduction Wealth Advisor Dailyen 2026-08-19T00:42:47.857Z A spouse's 401(k) can quietly end the IRA deduction https://www.wealthadvisordaily.com/story/inherited-roth-iras-face-the-same-10-year-clock Wealth Advisor Dailyen 2026-08-19T00:41:58.523Z Inherited Roth IRAs face the same 10-year clock https://www.wealthadvisordaily.com/story/kiddie-tax-on-trump-accounts-opens-at-18-plan-the-window Wealth Advisor Dailyen 2026-08-19T00:41:12.557Z Kiddie tax on Trump accounts opens at 18; plan the window https://www.wealthadvisordaily.com/story/fidelity-s-custom-sma-series-gives-advisors-a-client-facing-playbook Wealth Advisor Dailyen 2026-08-19T00:40:13.335Z Fidelity launches custom SMA advisor learning series https://www.wealthadvisordaily.com/story/two-five-year-clocks-run-on-every-roth-conversion Wealth Advisor Dailyen 2026-08-19T00:40:09.934Z Two five-year clocks run on every Roth conversion https://www.wealthadvisordaily.com/story/solo-401-k-owners-can-t-claim-the-still-working-rmd-exception Wealth Advisor Dailyen 2026-08-19T00:39:38.698Z Solo 401(k) owners can't claim the still-working RMD exception https://www.wealthadvisordaily.com/story/fidelity-s-alts-curriculum-primes-advisors-for-the-private-market-push Wealth Advisor Dailyen 2026-08-19T00:38:20.824Z Fidelity's alts curriculum primes advisors for the private-market push https://www.wealthadvisordaily.com/story/fidelity-s-free-portfolio-quick-check-cuts-the-lag-between-data-and-conversation Wealth Advisor Dailyen 2026-08-19T00:37:35.022Z Fidelity's free Portfolio Quick Check cuts the lag between data and conversation https://www.wealthadvisordaily.com/story/fidelity-s-allocation-team-calls-the-q2-rebound-a-caution-on-valuations Wealth Advisor Dailyen 2026-08-19T00:36:21.891Z Fidelity's allocation team calls the Q2 rebound a caution on valuations https://www.wealthadvisordaily.com/story/fidelity-s-69-wealth-figure-argues-for-two-service-tracks Wealth Advisor Dailyen 2026-08-19T00:35:32.349Z Fidelity's 69% wealth figure argues for two service tracks https://www.wealthadvisordaily.com/story/fidelity-s-sector-outlook-favors-three-groups-flags-energy-valuations Wealth Advisor Dailyen 2026-08-19T00:35:04.797Z Fidelity's sector outlook favors three groups, flags energy valuations https://www.wealthadvisordaily.com/story/hightower-ai-capex-is-structural Wealth Advisor Dailyen 2026-08-19T00:00:30.345Z Hightower: AI capex is structural https://www.wealthadvisordaily.com/story/social-security-commission-debate-gives-planners-a-78-scenario Wealth Advisor Dailyen 2026-08-19T00:00:22.542Z Social Security 78% projection gives advisors a planning number https://www.wealthadvisordaily.com/story/heavy-ai-users-report-gains-that-lighter-users-are-missing Wealth Advisor Dailyen 2026-08-18T23:59:37.657Z Heavy AI users report gains that lighter users are missing https://www.wealthadvisordaily.com/story/lpl-s-money-market-fund-explainer-gives-advisors-a-script-for-the-cash-question Wealth Advisor Dailyen 2026-08-18T23:57:08.224Z LPL publishes a money market fund guide for the client cash question https://www.wealthadvisordaily.com/story/fidelity-argues-fund-picking-is-a-skill-not-a-cost-center Wealth Advisor Dailyen 2026-08-18T23:55:47.870Z Fidelity argues fund picking is a skill, not a cost center https://www.wealthadvisordaily.com/story/lpl-s-cd-guide-turns-cash-into-a-deliberate-allocation Wealth Advisor Dailyen 2026-08-18T23:54:41.215Z LPL's CD guide turns cash into a deliberate allocation https://www.wealthadvisordaily.com/story/cetera-s-fifth-channel-puts-every-independence-option-under-one-roof Wealth Advisor Dailyen 2026-08-18T23:53:15.263Z Cetera's fifth channel puts every independence option under one roof https://www.wealthadvisordaily.com/story/morningstar-s-crsp-rebrand-leaves-advisors-with-a-naming-cleanup Wealth Advisor Dailyen 2026-08-18T23:51:53.816Z Morningstar's CRSP rebrand leaves advisors with a naming cleanup https://www.wealthadvisordaily.com/story/mega-ira-bill-would-cap-retirement-balances-at-10-million Wealth Advisor Dailyen 2026-08-18T23:51:47.057Z Mega-IRA bill would cap retirement balances at $10 million https://www.wealthadvisordaily.com/story/betterment-opens-solo-401-k-to-advisor-networks Wealth Advisor Dailyen 2026-08-18T23:50:51.397Z Betterment expands Solo 401(k) to advisor networks HUB and Osaic https://www.wealthadvisordaily.com/story/cetera-unites-avantax-trpg-under-one-19b-ria Wealth Advisor Dailyen 2026-08-18T23:48:24.070Z Cetera unites Avantax, TRPG under one $19B RIA https://www.wealthadvisordaily.com/story/aarp-survey-gives-advisors-an-opening-on-social-security Wealth Advisor Dailyen 2026-08-18T23:44:58.255Z AARP survey gives advisors an opening on Social Security https://www.wealthadvisordaily.com/story/price-the-hidden-costs-of-a-zero-fee-ira-before-the-rollover Wealth Advisor Dailyen 2026-08-18T23:20:23.684Z Price the hidden costs of a zero-fee IRA before the rollover https://www.wealthadvisordaily.com/story/a-4-1-million-trump-account-projection-gives-advisors-a-birth-date-opening Wealth Advisor Dailyen 2026-08-18T23:17:31.627Z A $4.1 million Trump Account projection gives advisors a birth-date opening https://www.wealthadvisordaily.com/story/electronic-rollover-proposal-would-kill-the-paper-check Wealth Advisor Dailyen 2026-08-18T23:16:20.704Z Treasury plan could speed rollovers and reduce paper checks https://www.wealthadvisordaily.com/story/postponed-retirement-changes-the-income-plan-and-the-family-timeline Wealth Advisor Dailyen 2026-08-18T23:16:07.527Z Postponed retirement changes the income plan and the family timeline https://www.wealthadvisordaily.com/story/sei-adds-zocks-ai-assistant-to-its-advisor-services-lineup Wealth Advisor Dailyen 2026-08-18T23:15:43.113Z SEI adds Zocks' AI assistant to its advisor services lineup https://www.wealthadvisordaily.com/story/edelman-hires-a-dealmaker-to-buy-and-recruit-retirement-practices Wealth Advisor Dailyen 2026-08-18T23:14:58.164Z Edelman hires dealmaker to buy and recruit retirement practices https://www.wealthadvisordaily.com/story/vanguard-s-customizable-models-test-the-low-cost-promise Wealth Advisor Dailyen 2026-08-18T23:13:30.406Z Vanguard's customizable models test the low-cost promise https://www.wealthadvisordaily.com/story/cerulli-sees-advisers-private-market-assets-nearly-doubling Wealth Advisor Dailyen 2026-08-18T23:11:54.219Z Cerulli sees advisers' private-market assets nearly doubling https://www.wealthadvisordaily.com/story/self-directed-investors-still-hire-advisers-betterment-survey-finds Wealth Advisor Dailyen 2026-08-18T23:11:19.184Z Self-directed investors still hire advisers, Betterment survey finds https://www.wealthadvisordaily.com/story/thirteen-oecd-countries-tried-wealth-taxes-most-repealed-them Wealth Advisor Dailyen 2026-08-18T23:11:05.721Z 13 OECD countries tried wealth taxes. Most repealed them. https://www.wealthadvisordaily.com/story/prop-40-s-wealth-tax-has-a-property-tax-problem Wealth Advisor Dailyen 2026-08-18T23:10:21.913Z Prop 40's wealth tax has a property-tax problem https://www.wealthadvisordaily.com/story/missionsquare-s-wealth-push-hands-public-plan-advisors-a-rollover-rival Wealth Advisor Dailyen 2026-08-18T23:08:57.953Z MissionSquare's wealth push hands public-plan advisors a rollover rival https://www.wealthadvisordaily.com/story/proposed-rules-map-employer-contributions-to-trump-accounts Wealth Advisor Dailyen 2026-08-18T23:06:57.984Z Proposed rules map employer contributions to Trump Accounts https://www.wealthadvisordaily.com/story/mark-cuban-and-ro-khanna-spar-over-wealth-tax-loans Wealth Advisor Dailyen 2026-08-18T23:06:47.624Z Mark Cuban and Ro Khanna spar over wealth-tax loans https://www.wealthadvisordaily.com/story/mai-s-1b-double-buy-puts-two-firms-on-a-carlyle-backed-platform Wealth Advisor Dailyen 2026-08-18T23:03:06.746Z MAI's $1B double buy lands two RIAs on a Carlyle-backed platform https://www.wealthadvisordaily.com/story/nonqualified-deferred-compensation-takes-over-at-the-401-k-ceiling Wealth Advisor Dailyen 2026-08-18T23:02:17.323Z Nonqualified deferred compensation takes over at the 401(k) ceiling https://www.wealthadvisordaily.com/story/europe-s-wealth-taxes-split-over-what-counts-as-wealth Wealth Advisor Dailyen 2026-08-18T23:01:18.151Z Europe's wealth taxes split over what counts as wealth https://www.wealthadvisordaily.com/story/schwab-s-2025-ria-benchmarking-study-gives-firms-a-yardstick Wealth Advisor Dailyen 2026-08-18T23:01:14.507Z Schwab's 2025 RIA Benchmarking Study gives firms a yardstick https://www.wealthadvisordaily.com/story/california-s-billionaire-tax-leaves-a-ten-month-residency-gap Wealth Advisor Dailyen 2026-08-18T23:00:35.063Z California's billionaire tax leaves a ten-month residency gap https://www.wealthadvisordaily.com/story/a-two-channel-rule-is-the-advisor-s-answer-to-deepfake-scams Wealth Advisor Dailyen 2026-08-18T22:48:28.763Z NASAA tallies 1,650 senior-abuse probes as deepfake scams rise https://www.wealthadvisordaily.com/story/the-last-mile-of-retirement-is-a-spending-problem-19v6 Wealth Advisor Dailyen 2026-08-18T22:46:18.997Z The last mile of retirement is a spending problem https://www.wealthadvisordaily.com/story/a-missed-after-tax-election-costs-40-percent-unless-caught-early Wealth Advisor Dailyen 2026-08-18T22:45:08.283Z A missed after-tax election costs 40 percent unless caught early https://www.wealthadvisordaily.com/story/the-labor-department-s-lost-and-found-database-finds-forgotten-401-k-s Wealth Advisor Dailyen 2026-08-18T22:44:58.582Z The Labor Department's lost-and-found database locates forgotten retirement plans https://www.wealthadvisordaily.com/story/nasaa-cuts-retest-wait-to-60-days-after-a-third-failure Wealth Advisor Dailyen 2026-08-18T22:40:48.456Z NASAA cuts retest wait to 60 days after a third failure https://www.wealthadvisordaily.com/story/the-foreman-rial-group-s-move-to-morgan-stanley-is-a-lift-out-pricing-lesson Wealth Advisor Dailyen 2026-08-18T22:33:42.377Z The Foreman Rial Group's wirehouse jump is a pricing lesson https://www.wealthadvisordaily.com/story/one-in-eight-active-large-cap-funds-beats-the-index-over-a-decade Wealth Advisor Dailyen 2026-08-18T22:28:18.393Z One in eight active large-cap funds beats the index over a decade https://www.wealthadvisordaily.com/story/a-14-million-merrill-team-picks-rockefeller-over-the-wirehouse Wealth Advisor Dailyen 2026-08-18T22:26:15.393Z A $14 million Merrill team jumps to Rockefeller in Ohio https://www.wealthadvisordaily.com/story/finra-proposes-a-ten-day-pause-on-suspicious-account-moves Wealth Advisor Dailyen 2026-08-18T22:11:26.053Z Finra proposes a ten-day pause on suspicious account moves https://www.wealthadvisordaily.com/story/finra-proposes-a-fresh-list-when-arbitrator-selections-fail Wealth Advisor Dailyen 2026-08-18T22:06:24.854Z FINRA proposes fresh list when arbitrator selections fail https://www.wealthadvisordaily.com/story/a-35-day-round-trip-shows-the-risk-in-a-wirehouse-transition Wealth Advisor Dailyen 2026-08-18T22:03:13.434Z A 35-day round trip shows the risk in a wirehouse transition https://www.wealthadvisordaily.com/story/active-s-losing-decade-turns-advice-into-the-product Wealth Advisor Dailyen 2026-08-18T21:59:45.430Z Active's losing decade turns advice into the product https://www.wealthadvisordaily.com/story/cerulli-a-quarter-of-retiring-advisors-lack-succession-plans Wealth Advisor Dailyen 2026-08-18T21:57:43.591Z Cerulli: One in Four Retiring Advisors Face Succession Uncertainty https://www.wealthadvisordaily.com/story/the-out-spouse-is-a-planning-client-not-a-bystander Wealth Advisor Dailyen 2026-08-18T21:57:01.119Z The out-spouse is a planning client, not a bystander https://www.wealthadvisordaily.com/story/medicare-s-50-glp-1-bridge-lands-in-the-retirement-budget Wealth Advisor Dailyen 2026-08-18T21:40:20.854Z Medicare's $50 GLP-1 bridge lands in the retirement budget https://www.wealthadvisordaily.com/story/beneficiary-forms-and-titles-trump-the-will Wealth Advisor Dailyen 2026-08-18T21:38:30.007Z Beneficiary forms and titles trump the will https://www.wealthadvisordaily.com/story/your-website-is-the-source-chatgpt-cites-most Wealth Advisor Dailyen 2026-08-18T21:30:47.774Z Your website is the source ChatGPT cites most https://www.wealthadvisordaily.com/story/retire-smart-s-800m-book-25-of-revenue-into-marketing Wealth Advisor Dailyen 2026-08-18T21:27:17.544Z Retire SMART's $800M book: 25% of revenue into marketing https://www.wealthadvisordaily.com/story/four-retirement-paths-beyond-the-full-time-countdown Wealth Advisor Dailyen 2026-08-18T21:24:07.360Z Four retirement paths beyond the full-time countdown https://www.wealthadvisordaily.com/story/vibe-coded-tools-are-building-on-top-of-the-advisor-stack Wealth Advisor Dailyen 2026-08-18T21:23:01.216Z Vibe-coded tools are building on top of the advisor stack https://www.wealthadvisordaily.com/story/a-three-person-team-runs-240-million-on-a-meeting-agenda Wealth Advisor Dailyen 2026-08-18T21:18:03.836Z A three-person team runs $240 million on a meeting agenda https://www.wealthadvisordaily.com/story/the-client-s-gut-is-financial-data Wealth Advisor Dailyen 2026-08-18T21:15:02.277Z The client's gut is financial data https://www.wealthadvisordaily.com/story/women-will-control-124-trillion-the-first-meeting-has-to-change Wealth Advisor Dailyen 2026-08-18T21:11:55.667Z Most of the $124 trillion transfer lands with women https://www.wealthadvisordaily.com/story/ycharts-adds-zephyr-s-sma-data-as-advyzon-ships-its-ai-suite Wealth Advisor Dailyen 2026-08-18T21:03:25.976Z YCharts folds Zephyr SMA data into proposals; Advyzon ships AI suite https://www.wealthadvisordaily.com/story/why-the-client-who-agrees-to-sell-still-won-t-sell Wealth Advisor Dailyen 2026-08-18T21:02:21.988Z Why the client who agrees to sell still won't sell https://www.wealthadvisordaily.com/story/two-failed-successions-later-kahler-financial-sold-to-an-accounting-firm Wealth Advisor Dailyen 2026-08-18T21:01:36.247Z Two failed successions later, Kahler Financial sold to an accounting firm https://www.wealthadvisordaily.com/story/finny-prices-marketing-on-a-share-of-the-assets-it-wins Wealth Advisor Dailyen 2026-08-18T20:55:47.183Z FINNY prices marketing on a share of the assets it wins https://www.wealthadvisordaily.com/story/custodian-s-checking-overhaul-leaves-clients-with-unequal-cash-protections Wealth Advisor Dailyen 2026-08-18T20:46:57.610Z Custodian's checking overhaul leaves clients with unequal cash protections https://www.wealthadvisordaily.com/story/franklin-templeton-packages-private-markets-into-model-portfolios Wealth Advisor Dailyen 2026-08-18T20:36:26.281Z Franklin Templeton packages private markets into model portfolios https://www.wealthadvisordaily.com/story/fund-launches-test-advisors-on-the-wrapper-and-its-fees Wealth Advisor Dailyen 2026-08-18T20:23:40.577Z Fund launches test advisors on the wrapper and its fees https://www.wealthadvisordaily.com/story/edward-jones-s-5-000-digital-pilot-takes-aim-at-the-next-generation Wealth Advisor Dailyen 2026-08-18T20:18:38.530Z Edward Jones's $5,000 digital pilot takes aim at the next generation https://www.wealthadvisordaily.com/story/rias-bring-trust-and-estate-work-in-house-but-the-bench-is-thin Wealth Advisor Dailyen 2026-08-18T20:14:37.903Z RIAs push trust and estate in-house despite a thin advisor bench https://www.wealthadvisordaily.com/story/lpl-s-road-to-90-retention-runs-through-smaller-commonwealth-books Wealth Advisor Dailyen 2026-08-18T19:57:31.489Z LPL's road to 90% retention runs through smaller Commonwealth books https://www.wealthadvisordaily.com/story/etf-glut-passes-the-stock-count-forcing-a-stricter-screen Wealth Advisor Dailyen 2026-08-18T19:56:14.521Z ETF glut passes the stock count, forcing a stricter screen https://www.wealthadvisordaily.com/story/vanguard-lets-rias-replace-its-funds-in-four-model-portfolios Wealth Advisor Dailyen 2026-08-18T19:51:04.115Z Vanguard opens four model portfolios to outside fund choices https://www.wealthadvisordaily.com/story/ibd-elite-2026-ranks-37-brokerages-clearing-costs-stay-hidden Wealth Advisor Dailyen 2026-08-18T18:20:43.519Z IBD Elite 2026 ranks 37 brokerages; clearing costs stay hidden https://www.wealthadvisordaily.com/story/anthropic-s-auto-mode-previews-the-next-test-for-ai-governance Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z Anthropic's auto mode previews the next test for AI governance https://www.wealthadvisordaily.com/story/bloomberg-s-canoe-deal-puts-alts-document-automation-in-the-advisor-spotlight Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z Bloomberg's Canoe deal puts alts document automation in the advisor spotlight https://www.wealthadvisordaily.com/story/ai-note-takers-feed-the-advisor-coaching-loop Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z AI note takers belong in the coaching workflow, ActiFi CEO says https://www.wealthadvisordaily.com/story/most-advisors-never-see-the-true-cost-of-clearing-and-custody Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z Most advisors never see the true cost of clearing and custody https://www.wealthadvisordaily.com/story/the-ai-meter-is-running-on-your-next-wealthtech-renewal Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z Usage-based AI clauses are silently raising your next renewal https://www.wealthadvisordaily.com/story/record-ria-deal-volume-meets-a-pickier-buyer-pool Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z Record RIA deal volume meets a pickier buyer pool https://www.wealthadvisordaily.com/story/ai-agents-pile-up-recommendations-only-advisors-can-turn-them-into-advice Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z AI agents pile up recommendations. Only advisors can turn them into advice. https://www.wealthadvisordaily.com/story/rmd-season-is-the-true-test-of-an-ai-prompt Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z RMD season is the true test of an AI prompt https://www.wealthadvisordaily.com/story/a-new-directory-catalogs-nearly-50-ai-agents-for-advisors Wealth Advisor Dailyen 2026-08-18T16:47:12.750Z A new directory catalogs nearly 50 AI agents for advisors