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

Est. 2026The front page of wealth managementNew York

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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

3 stories on the wire

“Elevation Point”

Every wealth management headline from 18 outlets, in the order it was published: financial advisor moves, RIA deals, broker-dealer recruiting and regulation. Each one links to the outlet that reported it.

By channel: Broker-dealer news · RIA news · Advisor moves

  1. Deals · InvestmentNews

    Elevation Point backs $750M UBS breakaway Truing Capital in Las Vegas

  2. Moves · WealthManagement.com

    Elevation Point Stakes $750M Ex-UBS Team in Las Vegas

  3. Deals · AdvisorHub

    Elevation Point Nabs $750M UBS Team in Las Vegas