Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Industry conference

Barron's Advisor Teams Summit 2027

Barron's Advisor Teams Summit 2027 runs April 19–21, 2027 at Bellagio in Las Vegas, NV. It is hosted by Barron's Advisor.

In 6 months
Dates
April 19–21, 2027
Where
Bellagio
Las Vegas, NV
Who it’s for
An invitation-only summit for top-ranked financial advisor teams.
Add to calendarOfficial site

Dates verified October 14, 2026 from the organizer’s page. Confirm there before you book travel.

What’s been announced there

Announcements made at the event land here as we report them: our stories and the wire stories that name it, from a month before it opens to three weeks after. Meanwhile, the latest on the wire.