https://www.wealthadvisordaily.com/story/grandchild-does-not-qualify-as-an-eligible-ira-beneficiary Wealth Advisor Dailyen 2026-10-29T14:50:06.316Z Grandchild does not qualify as an eligible IRA beneficiary https://www.wealthadvisordaily.com/story/ai-will-make-financial-advice-more-human-column-argues Wealth Advisor Dailyen 2026-10-29T13:54:16.636Z AI will make financial advice more human, column argues https://www.wealthadvisordaily.com/story/kitces-carl-discuss-fee-caps-for-clients-paying-above-schedule Wealth Advisor Dailyen 2026-10-29T13:13:09.984Z Kitces & Carl discuss fee caps for clients paying above schedule https://www.wealthadvisordaily.com/story/trump-accounts-open-with-19-000-after-tax-limit Wealth Advisor Dailyen 2026-10-29T12:23:24.751Z Trump accounts open with $19,000 after-tax limit https://www.wealthadvisordaily.com/story/dst-heirs-need-four-documents-and-a-titling-review Wealth Advisor Dailyen 2026-10-29T11:52:28.154Z Advisors should read each DST ownership line against the estate plan https://www.wealthadvisordaily.com/story/hackers-used-ai-agents-to-target-2-250-microsoft-365-organizations Wealth Advisor Dailyen 2026-10-28T18:53:39.289Z Hackers used AI agents against over 2,250 Microsoft 365 organizations https://www.wealthadvisordaily.com/story/advisors-weigh-trump-accounts-as-a-gifting-tool Wealth Advisor Dailyen 2026-10-28T18:06:14.752Z Advisors weigh Trump accounts as a gifting tool https://www.wealthadvisordaily.com/story/84-of-cnbc-financial-advisor-100-never-appear-in-ai-answers Wealth Advisor Dailyen 2026-10-28T18:04:40.347Z 84 of CNBC Financial Advisor 100 never appear in AI answers https://www.wealthadvisordaily.com/story/schwab-offers-4-800-credit-for-claude-enterprise-seats Wealth Advisor Dailyen 2026-10-28T17:18:10.990Z Schwab offers $4,800 credit for Claude enterprise seats https://www.wealthadvisordaily.com/story/ubs-americas-net-advisor-count-falls-43-in-q3 Wealth Advisor Dailyen 2026-10-28T17:17:48.197Z UBS Americas net advisor count falls 43 in Q3 https://www.wealthadvisordaily.com/story/dst-interests-need-four-documents-when-the-holder-dies Wealth Advisor Dailyen 2026-10-28T16:19:30.869Z DST interests need four documents when the holder dies https://www.wealthadvisordaily.com/story/itemizers-face-0-5-agi-floor-on-2026-charitable-gifts Wealth Advisor Dailyen 2026-10-28T15:24:26.895Z Itemizers face 0.5% AGI floor on 2026 charitable gifts https://www.wealthadvisordaily.com/story/excess-ira-contributions-have-two-fixes-after-the-oct-15-deadline Wealth Advisor Dailyen 2026-10-28T14:47:40.685Z Excess IRA contributions have two fixes after the Oct. 15 deadline https://www.wealthadvisordaily.com/story/fp-transitions-urges-enterprise-value-baseline-before-2027-goals Wealth Advisor Dailyen 2026-10-28T14:01:52.608Z FP Transitions urges enterprise-value baseline before 2027 goals https://www.wealthadvisordaily.com/story/irs-makes-one-section-351-etf-swap-taxable-lists-others-for-review Wealth Advisor Dailyen 2026-10-28T13:06:18.677Z IRS makes one Section 351 ETF swap taxable, lists others for review https://www.wealthadvisordaily.com/story/more-than-20-000-us-employers-offer-an-ichra-up-53-in-a-year Wealth Advisor Dailyen 2026-10-28T10:55:12.301Z More than 20,000 US businesses offer an ICHRA, up 53% from 2025 https://www.wealthadvisordaily.com/story/nationwide-small-cap-fund-leads-capital-gains-estimates-at-57-of-nav Wealth Advisor Dailyen 2026-10-28T07:21:12.795Z Nationwide small-cap fund leads capital gains estimates at 57% of NAV https://www.wealthadvisordaily.com/story/lpl-cuts-commonwealth-retention-forecast-to-83 Wealth Advisor Dailyen 2026-10-28T00:20:30.217Z LPL cuts Commonwealth retention forecast to 83% https://www.wealthadvisordaily.com/story/john-hancock-mit-preparedness-index-holds-at-60-caregiving-scores-43 Wealth Advisor Dailyen 2026-10-27T21:56:58.235Z John Hancock-MIT longevity index stays at 60; caregiving lags at 43