https://www.wealthadvisordaily.com/story/the-custody-account-is-becoming-the-customer-relationship Wealth Advisor Dailyen 2026-08-22T13:34:48.798Z The custody account is becoming the customer relationship https://www.wealthadvisordaily.com/story/rebalancing-software-the-two-hour-setup-edge Wealth Advisor Dailyen 2026-08-22T09:27:20.195Z Rebalancing software: the two-hour setup edge https://www.wealthadvisordaily.com/story/goldman-s-late-custody-entry-a-product-not-a-platform Wealth Advisor Dailyen 2026-08-22T09:24:28.256Z Goldman's late custody entry: a product, not a platform https://www.wealthadvisordaily.com/story/schwab-s-branch-push-turns-custodian-into-competitor Wealth Advisor Dailyen 2026-08-22T02:43:53.024Z Schwab's branch push turns custodian into competitor https://www.wealthadvisordaily.com/story/schwab-s-crypto-line-forces-advisors-to-pick-a-side Wealth Advisor Dailyen 2026-08-22T02:40:55.966Z Schwab's crypto line forces advisors to pick a side https://www.wealthadvisordaily.com/story/the-yield-dip-is-a-repricing-window-for-advisors Wealth Advisor Dailyen 2026-08-21T22:07:13.575Z The yield dip is a repricing window for advisors https://www.wealthadvisordaily.com/story/ai-is-the-capacity-answer-to-the-advisor-shortage Wealth Advisor Dailyen 2026-08-21T22:06:26.128Z AI is the capacity answer to the advisor shortage https://www.wealthadvisordaily.com/story/box-spreads-turn-borrowing-into-an-options-trade Wealth Advisor Dailyen 2026-08-21T22:06:05.216Z Box Spreads Turn Borrowing Into an Options Trade https://www.wealthadvisordaily.com/story/pontera-adds-a-nondiscretionary-option-for-held-away-401-k-s Wealth Advisor Dailyen 2026-08-21T21:18:22.029Z Pontera adds a nondiscretionary option for held-away 401(k)s https://www.wealthadvisordaily.com/story/show-the-work-landing-your-first-hnw-client Wealth Advisor Dailyen 2026-08-21T20:44:08.531Z Show the work: landing your first HNW client https://www.wealthadvisordaily.com/story/medicare-advantage-satisfaction-slips-again-and-advisors-get-an-opening Wealth Advisor Dailyen 2026-08-21T18:31:36.600Z Medicare Advantage satisfaction slips again, and advisors get an opening https://www.wealthadvisordaily.com/story/advisors-steady-on-today-darker-on-the-next-six-months Wealth Advisor Dailyen 2026-08-21T17:39:27.171Z Advisors steady on today, darker on the next six months https://www.wealthadvisordaily.com/story/irs-s-trump-account-proposal-turns-on-a-10-basis-point-cap Wealth Advisor Dailyen 2026-08-21T16:54:23.668Z IRS's Trump account proposal turns on a 10-basis-point cap https://www.wealthadvisordaily.com/story/clients-are-still-buying-risk-but-only-the-quality-kind Wealth Advisor Dailyen 2026-08-21T14:29:36.561Z Clients are still buying risk, but only the quality kind https://www.wealthadvisordaily.com/story/schwab-keeps-the-small-accounts-edward-jones-buys-in Wealth Advisor Dailyen 2026-08-21T12:08:16.062Z Schwab keeps the small accounts. Edward Jones buys in. https://www.wealthadvisordaily.com/story/a-free-exit-score-is-resettling-ria-prices Wealth Advisor Dailyen 2026-08-21T11:50:21.895Z A free exit score is resettling RIA prices https://www.wealthadvisordaily.com/story/the-100-million-case-for-sending-a-woman-to-the-pitch Wealth Advisor Dailyen 2026-08-21T08:27:54.987Z The $100 million case for sending a woman to the pitch https://www.wealthadvisordaily.com/story/americans-use-ai-all-the-time-for-money-they-still-want-a-human Wealth Advisor Dailyen 2026-08-20T22:05:51.866Z Americans use AI all the time. For money, they still want a human. https://www.wealthadvisordaily.com/story/fp-transitions-free-tool-puts-a-number-on-an-ria-s-exit-math Wealth Advisor Dailyen 2026-08-20T22:02:48.557Z FP Transitions' free tool puts a number on an RIA's exit math https://www.wealthadvisordaily.com/story/the-64-000-inheritance-should-drive-the-plan Wealth Advisor Dailyen 2026-08-20T19:19:03.287Z The $64,000 inheritance should drive the plan https://www.wealthadvisordaily.com/story/sec-asks-finra-for-an-accredited-investor-exam-that-tests-know-how Wealth Advisor Dailyen 2026-08-20T19:09:40.554Z SEC asks FINRA for an accredited-investor exam that tests know-how https://www.wealthadvisordaily.com/story/invesco-cuts-fees-but-the-way-out-costs-5-cents-on-the-dollar Wealth Advisor Dailyen 2026-08-20T18:34:18.470Z Invesco cuts fees 20%, prices real estate exit at 95 cents https://www.wealthadvisordaily.com/story/social-security-s-free-lump-sum-is-a-permanent-benefit-cut Wealth Advisor Dailyen 2026-08-20T18:32:59.816Z Social Security's 'free' lump sum is a permanent benefit cut https://www.wealthadvisordaily.com/story/vestmark-at-25-50-billion-on-the-platform-and-an-ai-bet-that-needs-proving Wealth Advisor Dailyen 2026-08-20T17:08:13.416Z Vestmark at 25: $50 billion, five cycles, and an AI bet https://www.wealthadvisordaily.com/story/edward-jones-s-5-000-digital-pilot-makes-the-advisor-network-the-product Wealth Advisor Dailyen 2026-08-20T16:07:15.285Z Edward Jones's $5,000 digital pilot makes the advisor network the product