https://www.wealthadvisordaily.com/story/docupace-launches-next-1-0-focus-financial-names-nevis-its-ai-platform Wealth Advisor Dailyen 2026-10-16T17:08:44.178Z Docupace launches Next 1.0; Focus Financial names Nevis its AI platform https://www.wealthadvisordaily.com/story/deepvest-launches-planlab-taking-its-ai-planning-tool-out-of-beta Wealth Advisor Dailyen 2026-10-16T17:07:47.070Z DeepVest launches PlanLab, taking its AI planning tool out of beta https://www.wealthadvisordaily.com/story/rockefeller-hires-1-2-billion-truist-team-in-naples-florida Wealth Advisor Dailyen 2026-10-16T16:22:27.500Z Rockefeller hires $1.2 billion Truist team in Naples, Florida https://www.wealthadvisordaily.com/story/irs-starts-automatic-refunds-for-more-than-50-000-adoption-tax-credit-carryforwa Wealth Advisor Dailyen 2026-10-16T16:19:34.704Z IRS starts automatic refunds for more than 50,000 adoption tax credit carryforward filers https://www.wealthadvisordaily.com/story/advised-investors-ask-ai-more-and-verify-less-evergreen-ai-study-finds Wealth Advisor Dailyen 2026-10-16T15:03:16.552Z Advised investors ask AI more and verify less, Evergreen.ai study finds https://www.wealthadvisordaily.com/story/f-g-survey-51-of-pre-retirees-plan-to-semi-retire-rather-than-stop-working Wealth Advisor Dailyen 2026-10-16T12:49:43.925Z F&G survey: 51% of pre-retirees plan to semi-retire rather than stop working https://www.wealthadvisordaily.com/story/family-offices-took-part-in-342-q3-2026-deals-with-68-3-billion-disclosed-capita Wealth Advisor Dailyen 2026-10-16T12:48:18.099Z Family offices took part in 342 Q3 2026 deals with $68.3 billion disclosed capital https://www.wealthadvisordaily.com/story/schwab-raises-tax-aware-long-short-account-minimum-to-10-million Wealth Advisor Dailyen 2026-10-16T12:03:39.631Z Schwab raises tax-aware long-short account minimum to $10 million https://www.wealthadvisordaily.com/story/ria-deal-count-falls-17-as-5b-sellers-set-record-devoe-says Wealth Advisor Dailyen 2026-10-16T11:46:10.810Z RIA deal count falls 17% as $5B sellers set record, DeVoe says https://www.wealthadvisordaily.com/story/fpa-and-allianz-74-of-surveyed-planners-will-spend-more-time-per-client-relation Wealth Advisor Dailyen 2026-10-16T07:22:37.266Z FPA and Allianz: 74% of surveyed planners will spend more time per client relationship https://www.wealthadvisordaily.com/story/all-magnificent-seven-companies-fall-short-of-a-1-5-c-climate-pathway-morningsta Wealth Advisor Dailyen 2026-10-16T05:52:06.361Z All Magnificent Seven companies fall short of a 1.5°C climate pathway, Morningstar says https://www.wealthadvisordaily.com/story/schwab-advisor-services-net-new-assets-rise-47-in-q3 Wealth Advisor Dailyen 2026-10-16T01:24:39.751Z Schwab Advisor Services net new assets rise 47% in Q3 https://www.wealthadvisordaily.com/story/schwab-raises-tax-aware-long-short-minimum-to-10m-from-1m Wealth Advisor Dailyen 2026-10-15T23:10:49.773Z Schwab raised tax-aware long-short minimum to $10M from $1M https://www.wealthadvisordaily.com/story/focus-partners-wealth-s-jeffrey-levine-tells-advisors-to-keep-college-savings-in Wealth Advisor Dailyen 2026-10-15T23:09:33.962Z Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans 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