https://www.wealthadvisordaily.com/story/schwab-s-q4-connector-is-where-claude-s-advisor-pitch-gets-tested Wealth Advisor Dailyen 2026-09-21T21:18:59.028Z Schwab's Q4 connector is where Claude's advisor pitch gets tested https://www.wealthadvisordaily.com/story/the-15-million-exemption-is-the-wrong-number-for-multi-state-clients Wealth Advisor Dailyen 2026-09-21T21:16:10.447Z The $15 million exemption is the wrong number for multi-state clients https://www.wealthadvisordaily.com/story/the-irs-says-the-tribal-tax-credit-does-not-exist Wealth Advisor Dailyen 2026-09-21T21:15:03.901Z The IRS says the tribal tax credit does not exist https://www.wealthadvisordaily.com/story/merit-s-888-million-commonwealth-hire-was-paid-partly-in-equity Wealth Advisor Dailyen 2026-09-21T19:44:48.952Z Merit's $888 million Commonwealth hire was paid partly in equity https://www.wealthadvisordaily.com/story/the-osj-left-lpl-the-825-million-book-stayed Wealth Advisor Dailyen 2026-09-21T19:02:32.904Z The OSJ left LPL. The $825 million book stayed. https://www.wealthadvisordaily.com/story/merrill-will-sell-asset-managers-a-map-of-its-advisors-books Wealth Advisor Dailyen 2026-09-21T16:50:47.452Z Merrill will sell asset managers a map of its advisors' books https://www.wealthadvisordaily.com/story/the-corporate-bond-case-is-a-supply-call-and-softbank-is-the-test Wealth Advisor Dailyen 2026-09-21T15:21:19.650Z The corporate-bond case is a supply call, and SoftBank is the test https://www.wealthadvisordaily.com/story/young-clients-reordered-their-goals-advisors-should-reorder-the-plan Wealth Advisor Dailyen 2026-09-21T13:03:47.663Z Young clients reordered their goals. Advisors should reorder the plan. https://www.wealthadvisordaily.com/story/prediction-market-volume-has-outrun-the-products-advisors-can-buy Wealth Advisor Dailyen 2026-09-21T12:11:03.259Z Prediction-market volume has outrun the products advisors can buy https://www.wealthadvisordaily.com/story/the-compliance-manual-is-the-next-deal-term Wealth Advisor Dailyen 2026-09-21T11:48:31.848Z The compliance manual is the next deal term https://www.wealthadvisordaily.com/story/aggregator-equity-turns-a-sale-into-a-bet-on-someone-else-s-roll-up Wealth Advisor Dailyen 2026-09-21T11:27:39.667Z Aggregator equity turns a sale into a bet on someone else's roll-up https://www.wealthadvisordaily.com/story/the-commission-fix-that-lands-on-the-balance-sheet Wealth Advisor Dailyen 2026-09-20T23:29:53.426Z The commission fix that lands on the balance sheet https://www.wealthadvisordaily.com/story/prediction-markets-are-booming-the-investable-proxies-are-not Wealth Advisor Dailyen 2026-09-20T12:09:42.533Z Prediction markets are booming. The investable proxies are not.