https://www.wealthadvisordaily.com/story/americans-use-ai-all-the-time-for-money-they-still-want-a-human Wealth Advisor Dailyen 2026-08-20T22:05:51.866Z Americans use AI all the time. For money, they still want a human. https://www.wealthadvisordaily.com/story/fp-transitions-free-tool-puts-a-number-on-an-ria-s-exit-math Wealth Advisor Dailyen 2026-08-20T22:02:48.557Z FP Transitions' free tool puts a number on an RIA's exit math https://www.wealthadvisordaily.com/story/the-64-000-inheritance-should-drive-the-plan Wealth Advisor Dailyen 2026-08-20T19:19:03.287Z The $64,000 inheritance should drive the plan https://www.wealthadvisordaily.com/story/sec-asks-finra-for-an-accredited-investor-exam-that-tests-know-how Wealth Advisor Dailyen 2026-08-20T19:09:40.554Z SEC asks FINRA for an accredited-investor exam that tests know-how https://www.wealthadvisordaily.com/story/invesco-cuts-fees-but-the-way-out-costs-5-cents-on-the-dollar Wealth Advisor Dailyen 2026-08-20T18:34:18.470Z Invesco cuts fees 20%, prices real estate exit at 95 cents https://www.wealthadvisordaily.com/story/social-security-s-free-lump-sum-is-a-permanent-benefit-cut Wealth Advisor Dailyen 2026-08-20T18:32:59.816Z Social Security's 'free' lump sum is a permanent benefit cut https://www.wealthadvisordaily.com/story/vestmark-at-25-50-billion-on-the-platform-and-an-ai-bet-that-needs-proving Wealth Advisor Dailyen 2026-08-20T17:08:13.416Z Vestmark at 25: $50 billion, five cycles, and an AI bet https://www.wealthadvisordaily.com/story/edward-jones-s-5-000-digital-pilot-makes-the-advisor-network-the-product Wealth Advisor Dailyen 2026-08-20T16:07:15.285Z Edward Jones's $5,000 digital pilot makes the advisor network the product https://www.wealthadvisordaily.com/story/multi-year-search-leads-400-million-illinois-practice-to-stratos Wealth Advisor Dailyen 2026-08-20T14:29:27.345Z SEI-backed Stratos acquires $400 million Illinois planning firm https://www.wealthadvisordaily.com/story/a-california-trust-fight-tests-the-slayer-statute-before-trial Wealth Advisor Dailyen 2026-08-20T13:06:34.561Z A California trust fight tests the slayer statute before trial https://www.wealthadvisordaily.com/story/schwab-s-5-million-referral-floor-forces-rias-to-recruit-their-own-clients Wealth Advisor Dailyen 2026-08-20T13:06:18.626Z Schwab's $5 million referral floor reshapes RIA client growth https://www.wealthadvisordaily.com/story/the-alt-platform-itself-is-now-diligence Wealth Advisor Dailyen 2026-08-20T13:06:18.626Z The Alt Platform Itself Is Now Diligence https://www.wealthadvisordaily.com/story/a-vacation-home-is-a-clue-not-the-goal Wealth Advisor Dailyen 2026-08-20T12:10:05.773Z A vacation home is a clue, not the goal https://www.wealthadvisordaily.com/story/envestnet-rolls-back-moneyguidepro-upgrade-after-19-day-advisor-backlash Wealth Advisor Dailyen 2026-08-20T10:46:05.541Z Envestnet rolls back MoneyGuidePro upgrade after 19-day advisor backlash https://www.wealthadvisordaily.com/story/the-sec-is-telling-you-what-your-next-exam-will-test Wealth Advisor Dailyen 2026-08-20T07:01:18.927Z SEC tells preview what your next exam will test https://www.wealthadvisordaily.com/story/schwab-ends-sub-5-million-referrals-for-advisor-network-firms Wealth Advisor Dailyen 2026-08-20T02:34:14.467Z Schwab ends sub-$5-million RIA referrals starting in 2027 https://www.wealthadvisordaily.com/story/virtual-wellness-check-ins-give-advisors-a-near-retiree-hook Wealth Advisor Dailyen 2026-08-20T01:35:18.232Z Virtual wellness check-ins give advisors a near-retiree hook https://www.wealthadvisordaily.com/story/social-security-s-next-tax-fight-has-a-400-000-donut-hole Wealth Advisor Dailyen 2026-08-19T22:13:02.772Z Two Social Security tax fixes: $400,000 donut hole and a health-benefit tax https://www.wealthadvisordaily.com/story/child-free-adults-are-less-confident-about-retirement-allianz-finds Wealth Advisor Dailyen 2026-08-19T22:04:39.910Z Child-free adults are less confident about retirement, Allianz finds https://www.wealthadvisordaily.com/story/hsa-balances-hit-a-record-most-owners-still-don-t-invest Wealth Advisor Dailyen 2026-08-19T22:03:19.786Z HSA balances hit a record; most owners still don't invest 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/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/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/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/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/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/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/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/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/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/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/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/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/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/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/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/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/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. 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