https://www.wealthadvisordaily.com/story/f-g-survey-75-of-pre-retirees-weigh-delaying-retirement Wealth Advisor Dailyen 2026-10-15T21:42:30.846Z F&G survey: 75% of pre-retirees weigh delaying retirement https://www.wealthadvisordaily.com/story/mercer-advisors-refinances-1-9-billion-in-first-broadly-syndicated-loan Wealth Advisor Dailyen 2026-10-15T20:53:44.467Z Mercer Advisors refinances $1.9 billion in first broadly syndicated loan https://www.wealthadvisordaily.com/story/advisor-growth-strategies-survey-finds-28-of-ria-firms-plan-to-add-staff-because Wealth Advisor Dailyen 2026-10-15T19:26:24.282Z Advisor Growth Strategies survey finds 28% of RIA firms plan to add staff because of AI https://www.wealthadvisordaily.com/story/devoe-ria-deal-count-falls-17-in-q3-5b-plus-sellers-set-record Wealth Advisor Dailyen 2026-10-15T18:42:44.612Z DeVoe: RIA deal count falls 17% in Q3; $5B-plus sellers set record https://www.wealthadvisordaily.com/story/social-security-retirement-trust-fund-2032-exhaustion-date-holds-funding-gap-wid Wealth Advisor Dailyen 2026-10-15T18:42:40.922Z Social Security retirement trust fund 2032 exhaustion date holds; funding gap widens to 4.42% https://www.wealthadvisordaily.com/story/washington-voters-to-decide-in-november-whether-to-block-9-9-tax-on-income-above Wealth Advisor Dailyen 2026-10-15T17:52:49.933Z Washington voters to decide in November whether to block 9.9% tax on income above $1 million https://www.wealthadvisordaily.com/story/iwi-survey-finds-certification-awareness-higher-among-clients-who-refer Wealth Advisor Dailyen 2026-10-15T16:35:37.932Z IWI survey finds certification awareness higher among clients who refer https://www.wealthadvisordaily.com/story/schwab-wealth-advisory-net-flows-grew-55-in-direct-advice-push Wealth Advisor Dailyen 2026-10-15T16:34:37.698Z Schwab Wealth Advisory net flows grew 55% in direct advice push https://www.wealthadvisordaily.com/story/wealthmanagement-com-judge-conferences-by-audience-fit-not-crowd-size Wealth Advisor Dailyen 2026-10-15T16:34:34.273Z WealthManagement.com: Judge conferences by audience fit, not crowd size https://www.wealthadvisordaily.com/story/massmutual-launches-securities-backed-credit-line-through-supernova-lending Wealth Advisor Dailyen 2026-10-15T16:34:27.220Z MassMutual launches securities-backed credit line through Supernova Lending https://www.wealthadvisordaily.com/story/triad-s-compliance-chief-says-onboard-anthropic-s-claude-like-a-new-employee Wealth Advisor Dailyen 2026-10-15T16:34:23.967Z Triad's compliance chief says onboard Anthropic's Claude like a new employee https://www.wealthadvisordaily.com/story/devoe-counts-77-ria-m-a-deals-in-q3-down-17-as-consolidators-gain-share Wealth Advisor Dailyen 2026-10-15T16:31:47.809Z DeVoe counts 77 RIA M&A deals in Q3, down 17% as consolidators gain share https://www.wealthadvisordaily.com/story/ed-slott-s-irahelp-mailbag-52-year-old-hospice-client-qualifies-for-ira-terminal Wealth Advisor Dailyen 2026-10-15T14:22:26.282Z Ed Slott's mailbag: hospice client, 52, can qualify for IRA penalty exception https://www.wealthadvisordaily.com/story/ameriflex-and-genesis-executives-put-naming-a-successor-before-the-deal Wealth Advisor Dailyen 2026-10-15T14:21:34.098Z AmeriFlex, Genesis execs: Name successor before client handoff https://www.wealthadvisordaily.com/story/devoe-counts-77-third-quarter-ria-deals-down-17-a-record-year-needs-79-in-q4 Wealth Advisor Dailyen 2026-10-15T14:18:15.852Z DeVoe counts 77 third-quarter RIA deals, down 17%; a record year needs 79 in Q4 https://www.wealthadvisordaily.com/story/evertern-wealth-sends-advisors-to-meet-clients-as-snowbird-stays-lengthen Wealth Advisor Dailyen 2026-10-15T12:48:16.515Z Evertern Wealth sends advisors to meet clients as seasonal stays lengthen https://www.wealthadvisordaily.com/story/us-ultra-wealthy-gave-107bn-in-2025-altrata-reports Wealth Advisor Dailyen 2026-10-15T12:47:22.108Z US ultra wealthy gave $107bn in 2025, Altrata reports https://www.wealthadvisordaily.com/story/wealthy-u-s-investors-election-year-interest-in-working-with-advisors-doubles-ub Wealth Advisor Dailyen 2026-10-15T12:46:47.521Z Wealthy U.S. investors' interest in advisor guidance more than doubles, UBS survey finds https://www.wealthadvisordaily.com/story/escalent-survey-finds-46-of-former-plan-holders-likely-to-open-a-rollover-ira Wealth Advisor Dailyen 2026-10-15T12:46:36.586Z Escalent survey finds 46% of former-plan holders likely to open a rollover IRA https://www.wealthadvisordaily.com/story/hybrid-clients-are-67-more-likely-to-consider-leaving-their-advisor-greenwich-fi Wealth Advisor Dailyen 2026-10-15T12:45:59.743Z Hybrid clients are 67% more likely to consider leaving their advisor, Greenwich finds https://www.wealthadvisordaily.com/story/treasury-opens-trump-accounts-for-more-than-60-million-eligible-children-parents Wealth Advisor Dailyen 2026-10-15T12:44:42.272Z Treasury opens Trump Accounts for more than 60 million eligible children; parents must claim https://www.wealthadvisordaily.com/story/morgan-stanley-reports-15-2-billion-in-alternative-net-flows Wealth Advisor Dailyen 2026-10-15T12:03:42.490Z Morgan Stanley reports $15.2 billion in alternative net flows https://www.wealthadvisordaily.com/story/kitces-carl-argue-an-irrevocable-decision-can-beat-a-reversible-one Wealth Advisor Dailyen 2026-10-15T11:54:18.209Z Kitces & Carl argue an irrevocable decision can beat a reversible one https://www.wealthadvisordaily.com/story/irs-notice-2026-62-treats-one-351-etf-conversion-sequence-as-taxable Wealth Advisor Dailyen 2026-10-15T11:44:48.165Z IRS Notice 2026-62 treats one 351 ETF conversion sequence as taxable https://www.wealthadvisordaily.com/story/irs-guidance-targets-abusive-351-etf-conversions-baird-s-steffen-says-sound-deal Wealth Advisor Dailyen 2026-10-14T23:02:27.776Z IRS guidance targets abusive 351 ETF conversions; Baird's Steffen says sound deals remain viable https://www.wealthadvisordaily.com/story/social-security-sets-a-3-6-cola-for-2027-lifting-average-retired-worker-checks-b Wealth Advisor Dailyen 2026-10-14T22:16:02.104Z Social Security sets a 3.6% COLA for 2027, lifting average retired-worker checks by $75 https://www.wealthadvisordaily.com/story/morgan-stanley-reports-15-2b-alternative-net-flows-as-merrill-sales-rise-19 Wealth Advisor Dailyen 2026-10-14T20:52:15.674Z Morgan Stanley posts $15.2B in alt net flows as wirehouses push alts and AI https://www.wealthadvisordaily.com/story/hoge-moves-3b-asset-truist-team-to-captrust-citing-employee-equity Wealth Advisor Dailyen 2026-10-14T20:50:44.915Z Hoge moves $3B-asset Truist team to Captrust, citing employee equity https://www.wealthadvisordaily.com/story/lpl-adds-1-billion-seattle-team-from-northwestern-mutual Wealth Advisor Dailyen 2026-10-14T20:02:16.113Z LPL adds $1 billion Seattle team from Northwestern Mutual https://www.wealthadvisordaily.com/story/map-client-task-flow-before-an-ria-operations-manual-wealthmanagement-com-column Wealth Advisor Dailyen 2026-10-14T20:01:45.306Z Map client task flow before an RIA operations manual, WealthManagement.com column argues https://www.wealthadvisordaily.com/story/one-in-six-clients-worth-25-million-or-more-has-no-will-or-trust Wealth Advisor Dailyen 2026-10-14T17:48:58.628Z One in six $25M clients have no estate plan, will or trust https://www.wealthadvisordaily.com/story/captrust-acquires-3-billion-truist-team-some-members-receive-equity Wealth Advisor Dailyen 2026-10-14T17:47:53.350Z Captrust acquires $3 billion Truist team; some members receive equity https://www.wealthadvisordaily.com/story/a-wealthmanagement-com-column-says-hotel-estate-plans-must-transfer-operating-au Wealth Advisor Dailyen 2026-10-14T17:46:07.589Z A WealthManagement.com column says hotel estate plans must transfer operating authority, not just ownership https://www.wealthadvisordaily.com/story/social-security-sets-a-3-6-cola-for-2027 Wealth Advisor Dailyen 2026-10-14T16:30:16.360Z Social Security sets a 3.6% COLA for 2027 https://www.wealthadvisordaily.com/story/social-security-sets-3-6-cola-for-2027-lifting-benefits-in-january Wealth Advisor Dailyen 2026-10-14T15:58:00.121Z Social Security sets 3.6% COLA for 2027, lifting benefits in January https://www.wealthadvisordaily.com/story/donor-advised-funds-hold-328-billion-as-advisors-weigh-income-spike-and-complex- Wealth Advisor Dailyen 2026-10-14T15:49:48.698Z Donor-advised funds hold $328 billion as advisors weigh income-spike and complex-asset gifts https://www.wealthadvisordaily.com/story/wealthmanagement-com-column-argues-client-pride-and-leverage-worsen-premium-fina Wealth Advisor Dailyen 2026-10-14T15:48:37.837Z WealthManagement.com column argues client pride and leverage worsen premium-financed insurance losses https://www.wealthadvisordaily.com/story/small-business-retirement-plan-adoption-climbs-about-60-since-2019-gusto-data-sh Wealth Advisor Dailyen 2026-10-14T14:48:50.557Z Small-business retirement plan adoption climbs about 60% since 2019, Gusto data show https://www.wealthadvisordaily.com/story/vestgen-lands-willow-tree-credit-facility-to-fund-ria-acquisitions Wealth Advisor Dailyen 2026-10-14T14:48:29.601Z VestGen lands Willow Tree credit facility to fund RIA acquisitions https://www.wealthadvisordaily.com/story/perennial-and-economos-teams-launch-with-1b-plus-at-integrated-partners-and-lpl Wealth Advisor Dailyen 2026-10-14T14:47:16.800Z Perennial and Economos teams launch with $1B-plus at Integrated Partners and LPL https://www.wealthadvisordaily.com/story/limra-only-four-in-10-pre-retirees-work-with-a-financial-professional Wealth Advisor Dailyen 2026-10-14T14:47:09.022Z LIMRA: Only four in 10 pre-retirees work with a financial professional https://www.wealthadvisordaily.com/story/goldman-sachs-survey-36-of-workers-earning-more-than-300-000-live-paycheck-to-pa Wealth Advisor Dailyen 2026-10-14T14:47:02.556Z Goldman Sachs survey: 36% of workers earning more than $300,000 live paycheck to paycheck https://www.wealthadvisordaily.com/story/investmentnews-columnist-splits-ria-sale-reasons-into-founder-readiness-or-cappe Wealth Advisor Dailyen 2026-10-14T14:46:14.129Z InvestmentNews columnist splits RIA sale reasons into founder readiness or capped growth https://www.wealthadvisordaily.com/story/logan-paul-s-16-5-million-pikachu-sale-pushes-trading-card-collections-into-plan Wealth Advisor Dailyen 2026-10-14T14:45:14.585Z Logan Paul's $16.5 million Pikachu sale pushes trading-card collections into planning meetings https://www.wealthadvisordaily.com/story/wealth-enhancement-strategist-says-ai-creates-false-diversification-in-alternati Wealth Advisor Dailyen 2026-10-14T14:43:44.757Z Wealth Enhancement strategist says AI creates false diversification in alternatives https://www.wealthadvisordaily.com/story/nontraded-bdc-redemption-requests-ease-to-9-8-in-third-quarter-fitch-says Wealth Advisor Dailyen 2026-10-14T14:43:22.670Z Nontraded BDC redemption requests ease to 9.8% in third quarter, Fitch says https://www.wealthadvisordaily.com/story/advisors-say-nil-athletes-get-1099-pay-no-withholding-and-an-april-tax-bill Wealth Advisor Dailyen 2026-10-14T14:20:15.975Z NIL pay comes as 1099 income with nothing withheld, Dynasty's LaPorta says https://www.wealthadvisordaily.com/story/ed-slott-s-top-10-rmd-mistakes-rollovers-aggregation-and-a-double-rmd-trap Wealth Advisor Dailyen 2026-10-14T13:28:52.871Z Ed Slott's top-10 RMD mistakes: rollovers, aggregation and a double-RMD trap https://www.wealthadvisordaily.com/story/treasury-rules-auto-enroll-every-eligible-u-s-child-in-a-trump-account Wealth Advisor Dailyen 2026-10-14T12:39:33.380Z Treasury rules auto-enroll every eligible U.S. child in a Trump Account https://www.wealthadvisordaily.com/story/financial-planning-column-senior-advisors-drop-ai-note-taking-tools-within-a-mon Wealth Advisor Dailyen 2026-10-14T12:37:34.283Z Financial Planning column: why advisors often abandon AI note-takers after a month https://www.wealthadvisordaily.com/story/connecticut-wealth-management-hires-subatomic-for-five-year-ai-build-78rb Wealth Advisor Dailyen 2026-10-14T12:02:31.997Z Connecticut Wealth Management hires Subatomic for five-year AI build https://www.wealthadvisordaily.com/story/ballentine-files-form-d-for-income-opportunities-fund-iii-with-no-amount-disclos Wealth Advisor Dailyen 2026-10-14T11:52:09.664Z Ballentine Income Opportunities Fund III files Form D with no total offering amount https://www.wealthadvisordaily.com/story/connecticut-wealth-management-hires-subatomic-for-five-year-ai-build Wealth Advisor Dailyen 2026-10-14T10:25:00.241Z Connecticut Wealth Management hires Subatomic for five-year AI build https://www.wealthadvisordaily.com/story/state-street-launches-apex-powered-ria-custody-unit-for-1-billion-plus-rias Wealth Advisor Dailyen 2026-10-14T01:24:21.429Z State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs https://www.wealthadvisordaily.com/story/finra-q4-agenda-lists-21-priorities-and-four-sec-rule-proposals Wealth Advisor Dailyen 2026-10-14T00:36:34.546Z FINRA Q4 agenda lists 21 priorities and four SEC rule proposals https://www.wealthadvisordaily.com/story/openarc-and-sagespring-build-in-house-advisor-training-programs Wealth Advisor Dailyen 2026-10-13T23:02:52.647Z OpenArc and SageSpring build in-house advisor training programs