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Est. 2026The front page of wealth managementNew York

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WM Altruist Adds Donor-Advised Funds to PlatformIN Built on insurance experience to deliver on long-term promisesRB Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersIN Annuities for RIAs: Why fee-only advisors still hit a wallFP How an AM radio host dialed up her niche businessWM Cresset Aims for $13.1B Trust Business with National Advisors Trust DealIN Fidelity's $100M RIA custody minimum lands amid long-short SMA curbsIN Broker-dealers must lean on tech, brand as advisors weigh optionsWM LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetIN Looking for a passion asset? New investment platform touts stakes in classic cars

3 stories on the wire

“Merrill”

Every headline in wealth management from 8 outlets, in the order it was published. Each one links to the outlet that reported it.

  1. Moves · InvestmentNews

    Advisor moves: Merrill nabs Morgan Stanley, Wells Fargo teams overseeing $770M

  2. Regulation · InvestmentNews

    Merrill to pay $39 million in cash sweep settlement

  3. Moves · RIABiz

    Merrill Lynch creates hefty new 'data' and 'shelf' fees and offers third-party managers who pay them a leg up when its 'thundering herd' recommends investments – but stops short of leveling the playing field, analysts say