https://www.wealthadvisordaily.com/story/a-0-5-of-agi-charitable-deduction-floor-takes-effect-in-2026-and-bunching-offset Wealth Advisor Dailyen 2026-09-30T12:16:11.843Z A 0.5%-of-AGI charitable deduction floor takes effect in 2026, and bunching offsets it https://www.wealthadvisordaily.com/story/goldman-survey-finds-fewer-americans-increasing-retirement-savings-as-gen-x-lags Wealth Advisor Dailyen 2026-09-30T12:03:22.699Z Goldman survey finds fewer Americans increasing retirement savings as Gen X lags https://www.wealthadvisordaily.com/story/alpinvest-and-blue-sky-file-secondaries-funds-bain-and-crescent-register-credit- Wealth Advisor Dailyen 2026-09-30T11:54:47.401Z AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds https://www.wealthadvisordaily.com/story/goldman-sachs-survey-finds-retirement-savings-fell-as-living-costs-pressed Wealth Advisor Dailyen 2026-09-30T11:30:13.871Z Goldman survey: Share increasing retirement savings falls to 39% from 55% https://www.wealthadvisordaily.com/story/northwestern-mutual-opens-a-40-specialist-family-office-platform-to-its-advisors Wealth Advisor Dailyen 2026-09-30T03:33:04.753Z Northwestern Mutual opens a 40-specialist family office platform to its advisors https://www.wealthadvisordaily.com/story/cd-valet-sells-advisors-500-a-month-access-to-its-cd-shoppers Wealth Advisor Dailyen 2026-09-30T01:22:30.126Z CD Valet sells advisors $500-a-month access to its CD shoppers https://www.wealthadvisordaily.com/story/irs-ruling-targets-etf-conversions-used-to-realign-appreciated-portfolios Wealth Advisor Dailyen 2026-09-29T23:04:45.231Z IRS ruling targets ETF conversions used to realign appreciated portfolios https://www.wealthadvisordaily.com/story/treasury-proposes-auto-creating-530a-accounts-for-an-estimated-63-36-million-chi Wealth Advisor Dailyen 2026-09-29T23:04:17.778Z IRS, Treasury proposal would auto-create an estimated 63.36 million 530A accounts https://www.wealthadvisordaily.com/story/sen-blunt-rochester-s-rental-housing-bill-would-replace-27-5-year-depreciation-w Wealth Advisor Dailyen 2026-09-29T22:16:54.475Z Sen. Blunt Rochester's rental housing bill would replace 27.5-year depreciation with per-unit expensing https://www.wealthadvisordaily.com/story/wells-fargo-advisors-tells-remaining-producing-managers-to-pick-clients-or-manag Wealth Advisor Dailyen 2026-09-29T20:51:32.681Z Most remaining Wells producing managers told to pick clients or management https://www.wealthadvisordaily.com/story/tax-foundation-models-86-tax-code-changes-led-by-amt-simplification Wealth Advisor Dailyen 2026-09-29T20:50:31.209Z Tax Foundation models 86 tax-code changes, led by AMT simplification https://www.wealthadvisordaily.com/story/ensemble-practice-pay-study-finds-advisor-cash-climbing-equity-scarcer Wealth Advisor Dailyen 2026-09-29T20:50:20.134Z Ensemble Practice pay study finds advisor cash climbing, equity scarcer https://www.wealthadvisordaily.com/story/bny-pershing-folds-wove-into-adam-vos-s-wealth-solutions-unit Wealth Advisor Dailyen 2026-09-29T20:12:30.044Z BNY Pershing folds Wove into Adam Vos's wealth solutions unit https://www.wealthadvisordaily.com/story/cornyn-and-van-duyne-bill-would-defer-tax-on-reinvested-mutual-fund-gains Wealth Advisor Dailyen 2026-09-29T17:02:11.170Z Cornyn and Van Duyne bill would defer tax on reinvested mutual fund gains https://www.wealthadvisordaily.com/story/ubs-hired-merrill-s-john-pham-and-jimmy-yip-on-10-million-terms Wealth Advisor Dailyen 2026-09-29T12:05:52.667Z UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum https://www.wealthadvisordaily.com/story/merrill-to-charge-asset-managers-up-to-1-4-million-for-data-and-shelf-fees Wealth Advisor Dailyen 2026-09-29T04:27:53.891Z Merrill to charge asset managers up to $1.4 million for data and shelf fees https://www.wealthadvisordaily.com/story/dtcc-invests-in-icapital-and-will-integrate-its-alternative-investment-product-w Wealth Advisor Dailyen 2026-09-29T00:40:41.129Z DTCC invests in iCapital and will integrate its alternative investment product with the platform https://www.wealthadvisordaily.com/story/raymond-james-and-assetmark-widen-private-market-access-as-gridline-flags-an-inf Wealth Advisor Dailyen 2026-09-28T22:25:29.742Z Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap https://www.wealthadvisordaily.com/story/betterment-advisor-solutions-sets-custody-platform-fees-at-0-20-under-10-million Wealth Advisor Dailyen 2026-09-28T21:03:00.051Z Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million https://www.wealthadvisordaily.com/story/ameriprise-pays-advisors-1-000-or-a-year-s-advisory-fee-to-move-clients-to-its-v Wealth Advisor Dailyen 2026-09-28T20:14:30.930Z Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk https://www.wealthadvisordaily.com/story/sec-staff-reminds-funds-on-private-asset-fair-value-as-private-credit-reaches-27 Wealth Advisor Dailyen 2026-09-28T20:11:58.130Z SEC staff reminds funds on private-asset fair value as private credit in registered fund portfolios hits $270 billion https://www.wealthadvisordaily.com/story/sec-staff-statement-puts-private-asset-valuation-on-advisors-due-diligence-list Wealth Advisor Dailyen 2026-09-28T18:19:39.580Z SEC staff statement puts private-asset valuation on advisors' due-diligence list https://www.wealthadvisordaily.com/story/california-billionaire-tax-measure-goes-to-voters-in-november-with-legal-risk-un Wealth Advisor Dailyen 2026-09-28T17:15:19.768Z California billionaire-tax measure goes to voters in November with legal risk unresolved https://www.wealthadvisordaily.com/story/ubs-hires-merrill-s-john-pham-and-jimmy-yip-a-7-5-million-silicon-valley-team Wealth Advisor Dailyen 2026-09-28T15:51:10.669Z UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team