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Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally
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The Heat Index

Every firm named across the industry press, ranked by how many stories carried it. Updated every ten minutes.

  1. 01SEC8 stories3 outlets
  2. 02Fidelity4 stories3 outlets
  3. 03Goldman Sachs3 stories2 outlets
  4. 04Schwab2 stories2 outlets
  5. 05Concurrent2 stories2 outlets
  6. 06HB Wealth2 stories2 outlets
  7. 07LPL Financial2 stories1 outlet
  8. 08Morgan Stanley1 story1 outlet

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