https://www.wealthadvisordaily.com/story/sec-proposes-custody-amendments-acknowledging-adviser-self-custody-for-crypto Wealth Advisor Dailyen 2026-10-02T14:14:15.996Z SEC proposes custody amendments, acknowledging adviser self-custody for crypto https://www.wealthadvisordaily.com/story/trilogy-financial-launches-an-affiliated-tax-and-consulting-business Wealth Advisor Dailyen 2026-10-02T14:11:25.308Z Trilogy Financial launches an affiliated tax and consulting business https://www.wealthadvisordaily.com/story/concurrent-spire-deal-keeps-30-advisor-brands-adds-equity-after-a-year Wealth Advisor Dailyen 2026-10-02T12:04:28.584Z Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year https://www.wealthadvisordaily.com/story/fidelity-gives-sub-100-million-rias-eight-months-to-grow-move-or-sell Wealth Advisor Dailyen 2026-10-02T11:54:41.118Z Fidelity tells sub-$100 million RIAs to grow or move by June 2027 https://www.wealthadvisordaily.com/story/fidelity-gives-custody-clients-under-100-million-until-june-2027-to-move Wealth Advisor Dailyen 2026-10-02T10:13:01.324Z Fidelity gives custody clients under $100 million until June 2027 to move https://www.wealthadvisordaily.com/story/goldman-sachs-retirement-survey-37-of-respondents-earning-over-500-000-live-payc Wealth Advisor Dailyen 2026-10-02T10:06:47.745Z Goldman Sachs retirement survey: 37% of respondents earning over $500,000 live paycheck to paycheck https://www.wealthadvisordaily.com/story/cullman-holt-group-moves-1-3-billion-from-ubs-to-wells-fargo-s-finet-affiliate-a Wealth Advisor Dailyen 2026-10-02T07:54:52.775Z Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend https://www.wealthadvisordaily.com/story/fidelity-tells-sub-100-million-rias-to-leave-with-no-fee-option-to-stay Wealth Advisor Dailyen 2026-10-02T02:41:25.512Z Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay https://www.wealthadvisordaily.com/story/sec-staff-statement-details-trump-account-auto-enrollment-and-names-bny-as-trust Wealth Advisor Dailyen 2026-10-02T02:39:18.686Z SEC staff statement details Trump Account auto-enrollment and names BNY as trustee https://www.wealthadvisordaily.com/story/fidelity-gives-sub-100-million-rias-until-june-2027-to-grow-or-move-custody Wealth Advisor Dailyen 2026-10-01T22:53:02.018Z Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody https://www.wealthadvisordaily.com/story/senate-passes-the-social-security-claiming-age-clarity-act-sending-it-to-trump Wealth Advisor Dailyen 2026-10-01T22:12:03.676Z Senate passes the Social Security Claiming Age Clarity Act, sending it to Trump https://www.wealthadvisordaily.com/story/fidelity-gives-sub-100m-rias-until-june-2027-to-find-a-custodian Wealth Advisor Dailyen 2026-10-01T22:09:17.284Z Fidelity gives sub-$100M RIAs until June 2027 to find a custodian https://www.wealthadvisordaily.com/story/ascensus-launches-a-participant-referral-workflow-for-plan-advisers Wealth Advisor Dailyen 2026-10-01T18:10:48.956Z Ascensus launches a participant-referral workflow for plan advisers https://www.wealthadvisordaily.com/story/concurrent-acquires-spire-s-5-4-billion-book-and-30-teams-keep-their-brands Wealth Advisor Dailyen 2026-10-01T17:32:28.404Z Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams https://www.wealthadvisordaily.com/story/lakewood-wealth-s-170-million-ann-arbor-team-moves-from-cambridge-to-lpl Wealth Advisor Dailyen 2026-10-01T13:50:25.780Z Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL https://www.wealthadvisordaily.com/story/fpa-and-snappy-kraken-rebuild-plannersearch-around-a-12-question-client-quiz Wealth Advisor Dailyen 2026-10-01T13:50:05.291Z FPA and Snappy Kraken rebuild PlannerSearch around a 12-question client quiz https://www.wealthadvisordaily.com/story/feathery-co-founder-pitches-firm-wide-ai-workflow-redesign-to-small-rias Wealth Advisor Dailyen 2026-10-01T13:48:22.243Z Feathery co-founder pitches firm-wide AI workflow redesign to small RIAs https://www.wealthadvisordaily.com/story/timewise-financial-s-caroline-piehl-describes-succeeding-her-father-as-managing- Wealth Advisor Dailyen 2026-10-01T13:46:02.181Z Timewise Financial's Caroline Piehl describes succeeding her father as managing partner https://www.wealthadvisordaily.com/story/ed-slott-the-qcd-cap-survives-an-rmd-and-a-roth-conversion Wealth Advisor Dailyen 2026-10-01T13:44:01.728Z Ed Slott: the QCD cap survives an RMD and a Roth conversion https://www.wealthadvisordaily.com/story/sec-proposes-20-performance-fees-for-rias-and-a-wider-accredited-investor-test Wealth Advisor Dailyen 2026-10-01T12:13:19.878Z SEC proposes 20% performance fees for RIAs and a wider accredited-investor test https://www.wealthadvisordaily.com/story/kitces-carl-s-200th-episode-how-advisors-explain-a-fee-when-the-value-is-intangi Wealth Advisor Dailyen 2026-10-01T12:13:19.467Z Kitces & Carl's 200th episode: how advisors explain a fee when the value is intangible https://www.wealthadvisordaily.com/story/sec-proposes-exam-route-to-accredited-investor-status Wealth Advisor Dailyen 2026-10-01T11:46:16.408Z SEC proposes exam route to accredited investor status https://www.wealthadvisordaily.com/story/tiaa-survey-53-of-adults-fear-outliving-savings-more-than-underspending-lyqk Wealth Advisor Dailyen 2026-10-01T10:42:03.843Z TIAA survey: 53% of adults fear outliving savings more than underspending https://www.wealthadvisordaily.com/story/pontera-pitches-an-ai-trust-layer-as-schwab-prepares-its-charley-agent Wealth Advisor Dailyen 2026-10-01T01:42:16.463Z Pontera pitches an AI trust layer as Schwab prepares its Charley agent https://www.wealthadvisordaily.com/story/sec-weighs-three-proposals-to-widen-retail-access-to-private-markets Wealth Advisor Dailyen 2026-09-30T23:26:16.176Z SEC weighs three proposals to widen retail access to private markets https://www.wealthadvisordaily.com/story/sec-proposes-an-exam-based-path-to-accredited-investor-status Wealth Advisor Dailyen 2026-09-30T22:40:38.252Z SEC proposes an exam-based path to accredited investor status https://www.wealthadvisordaily.com/story/irs-plans-guidance-on-trades-used-to-harvest-losses-against-ordinary-income Wealth Advisor Dailyen 2026-09-30T21:58:41.344Z IRS plans guidance on trades used to harvest losses against ordinary income https://www.wealthadvisordaily.com/story/butler-researchers-pitch-a-flexible-3-rule-as-a-4-withdrawal-alternative Wealth Advisor Dailyen 2026-09-30T19:43:00.942Z Butler researchers pitch a flexible 3% rule as a 4% withdrawal alternative https://www.wealthadvisordaily.com/story/sec-proposes-20-ria-performance-fees-and-looser-interval-fund-redemptions Wealth Advisor Dailyen 2026-09-30T19:03:55.370Z SEC proposes up to 20% RIA performance fees and looser interval-fund redemptions https://www.wealthadvisordaily.com/story/nasaa-issues-investor-advisory-on-finfluencer-pay-red-flags-and-registration Wealth Advisor Dailyen 2026-09-30T18:59:48.246Z NASAA issues investor advisory on finfluencer pay, red flags and registration https://www.wealthadvisordaily.com/story/a-1-3-billion-ubs-duo-joins-ascend-advisory-group-in-dublin-ohio Wealth Advisor Dailyen 2026-09-30T18:16:07.419Z A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio https://www.wealthadvisordaily.com/story/sec-proposes-performance-fees-in-regulated-funds-asks-about-finra-accreditation- Wealth Advisor Dailyen 2026-09-30T18:14:01.566Z SEC proposes performance fees in regulated funds, asks about FINRA accreditation exam