Updated every ten minutes

The Wire

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

Oct 2, 4:10 PM ET
News · Financial Planning
Ask an Advisor: How do you help child-free clients plan?
Oct 2, 2:00 PM ET
News · Kitces.com
Weekend Reading For Financial Planners (October 3–4)
Oct 2, 12:48 PM ET
News · WealthManagement.com
How Far Can AI Overlays Really Go?
Oct 2, 12:47 PM ET
News · WealthManagement.com
Financial Wellness Tools Must Connect the Dots
Oct 2, 9:27 AM ET
News · InvestmentNews
September jobs report misses forecasts. Here's what it means for advisors
Oct 2, 8:01 AM ET
News · InvestmentNews
Why advisor annuity adoption often stalls on workflow and fee objections
Oct 2, 6:39 AM ET
News · InvestmentNews
Wealth tax, capital gains hikes draw bipartisan support in US battlegrounds
Oct 2, 6:38 AM ET
News · InvestmentNews
AI marketing adoption gap costs financial firms revenue
Oct 2, 6:36 AM ET
News · InvestmentNews
US home price growth picks up but flipping profits keep shrinking
Oct 2, 5:30 AM ET
News · Financial Planning
Wealth advisors should adapt services as financial strain hits high earners: Goldman
Oct 1, 6:09 PM ET
News · Financial Planning
Fidelity says it will end custody relationships with RIAs under $100M
Oct 1, 5:37 PM ET
News · RIABiz
Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley,' its new AI agent 'foundation' for millions of clients
Oct 1, 5:04 PM ET
News · InvestmentNews
Advisor tech platfoms court firms with discounts, notaries, education
Oct 1, 4:16 PM ET
News · InvestmentNews
When it comes to retirement, Americans struggling with 'permission to spend,' says Prudential
Oct 1, 3:40 PM ET
News · WealthManagement.com
As the Bond Market Shudders, Wealth Management CIOs See Opportunity
Oct 1, 3:26 PM ET
News · InvestmentNews
NFL referee Shawn Hochuli doubles as LPL-affiliated financial advisor
Oct 1, 3:24 PM ET
News · WealthManagement.com
Following IRS Guidance, Compliance Experts Caution RIAs on Section 351 ETF Conversions
Oct 1, 2:27 PM ET
News · Financial Planning
How John Waldron could make his mark as Goldman's next CEO
Oct 1, 1:09 PM ET
News · Financial Planning
Playbook for Trump's $26B school choice program released
Oct 1, 12:50 PM ET
News · Financial Planning
CFP Board resets timeline for 40-hour CE requirement
Oct 1, 11:23 AM ET
News · InvestmentNews
AI financial advice lifts demand for human advisors, says Vanguard
Oct 1, 11:08 AM ET
News · WealthManagement.com
When One Partner Wants More
Oct 1, 10:18 AM ET
News · InvestmentNews
Which technology providers stood out in 2026?
Oct 1, 9:58 AM ET
News · WealthManagement.com
Beware the Stress of Building a Practice
Oct 1, 9:27 AM ET
News · Wealth Solutions Report
Feathery’s Zack Khan Discusses AI-Native Operations For RIAs
Oct 1, 9:25 AM ET
News · Wealth Solutions Report
Timewise Financial’s Caroline Piehl Discusses Next Generation Leadership In Wealth Management
Oct 1, 9:22 AM ET
News · WealthManagement.com
The Diamond Podcast for Financial Advisors: Cresset CEO, Head of AI on Building the Modern Family Office
Oct 1, 9:10 AM ET
News · Financial Planning
FPA releases revamped PlannerSearch to better humanize planner and client interaction
Oct 1, 9:04 AM ET
News · WealthManagement.com
FPA Debuts New Version of PlannerSearch Tool
Oct 1, 9:01 AM ET
News · Wealth Solutions Report
Eaglebrook Introduces Direct Indexing For Digital Assets
Oct 1, 8:12 AM ET
News · InvestmentNews
Retirement cash flow planning for business owners starts years early
Oct 1, 7:06 AM ET
News · Kitces.com
Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200
Oct 1, 7:00 AM ET
News · InvestmentNews
Clients fear outliving savings as AI and longevity upend retirement math
Oct 1, 6:40 AM ET
News · InvestmentNews
Debt, AI and the holiday season: what younger clients are telling advisors
Oct 1, 6:37 AM ET
News · InvestmentNews
Why advisors must close the retirement longevity gap now
Oct 1, 6:33 AM ET
News · InvestmentNews
Wealthy Gen Z and millennial donors are changing the philanthropic playbook
Sep 30, 4:30 PM ET
News · InvestmentNews
Private credit becoming 'big piece' of annuities, T. Rowe exec says
Sep 30, 4:21 PM ET
News · InvestmentNews
Zocks debuts Claude plugin with seven skills for financial advisors
Sep 30, 12:23 PM ET
News · WealthManagement.com
Five Key Developments for Estate Planners and Litigators
Sep 30, 11:47 AM ET
News · WealthManagement.com
Family Feud Brewing Over Dolly Parton’s Estate
Sep 30, 11:37 AM ET
News · WealthManagement.com
Estate Planning for Clients with Non-Traditional Heirs
Sep 30, 11:26 AM ET
News · InvestmentNews
Captive insurer fails to shake IRS challenge to $239,773 in tax deductions
Sep 30, 11:02 AM ET
News · InvestmentNews
Judge voids NYC pied-à-terre tax rollout, orders city to start over
Sep 30, 10:39 AM ET
News · WealthManagement.com
Celebrity Estates Replay: Lessons from Rob Reiner’s Estate
Sep 30, 10:29 AM ET
News · WealthManagement.com
Turning A Revocable Trust Into a Working Plan
Sep 30, 10:19 AM ET
News · Wealth Solutions Report
Why There’s Often A Valuation Gap Between Firm Buyers And Sellers
Sep 30, 9:31 AM ET
News · InvestmentNews
PCE inflation gauge cools, but further rate hikes from Fed loom
Sep 30, 9:21 AM ET
News · WealthManagement.com
401(k) Real Talk Episode 210: September 30, 2026
Sep 30, 9:03 AM ET
News · WealthManagement.com
Edward Jones to Develop Retirement Plan Management Tech
Sep 30, 9:03 AM ET
News · WealthManagement.com
Trusts & Estates: October 2026 Digital Edition
Sep 30, 7:01 AM ET
News · Kitces.com
Minimizing The Impact Of The New 0.5%-Of-AGI Floor On Charitable Contributions And 2/37ths Reduction Of Itemized Deductions
Sep 29, 8:00 PM ET
News · WealthManagement.com
XYPN Adds Income Lab as Member Benefit
Sep 29, 1:57 PM ET
News · WealthManagement.com
BNY Pershing Sunsetting Wove Wealth Platform
Sep 29, 12:52 PM ET
News · WealthManagement.com
The Changing Geography of Investment Risk
Sep 29, 12:35 PM ET
News · WealthManagement.com
Qualified Small Business Stock Tax Breaks Explained
Sep 29, 12:05 PM ET
News · WealthManagement.com
15 Investment Must Reads for This Week (Sept. 29, 2026)
Sep 29, 10:48 AM ET
News · WealthManagement.com
‘Black Holes’ for Capital-Gains Tax Come Under Treasury Fire
Sep 29, 9:57 AM ET
News · Wealth Solutions Report
Deals & Recruiting Roundup: Cerity, Corient, LPL, Verdence And More
Sep 29, 9:43 AM ET
News · Wealth Solutions Report
Good AI Systems Let Advisors Focus On The Human
Sep 29, 9:42 AM ET
News · Wealth Solutions Report
Patent Perspectives: Why Diversification Is About More Than Investments
Sep 29, 7:06 AM ET
News · Kitces.com
Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM: #FASuccess Ep 509 With Dana Anspach
Sep 29, 1:08 AM ET
News · RIABiz
Hightower Advisor CEO names two new presidents -- one to revamp the old rollup business, the other to develop the new single-system unit -- both with the objective of kindling buyer interest without a conglomerate discount
Sep 28, 8:43 AM ET
News · Wealth Solutions Report
Stop Chasing UHNW Clients. Build A Business They Need And You Can Manage.
Sep 28, 7:02 AM ET
News · Kitces.com
What Really Drives Client Referrals
Sep 25, 2:00 PM ET
News · Kitces.com
Weekend Reading For Financial Planners (September 26–27)
Sep 25, 9:41 AM ET
News · Wealth Solutions Report
DeVoe: RIA M&A Activity Is Down 19% So Far In Q3
Sep 25, 9:41 AM ET
News · Wealth Solutions Report
Prudential Advisors Rebrands As Prudential Wealth Advisors
Sep 23, 7:03 AM ET
News · Kitces.com
Applying Fiduciary Principles To Demonstrate Value And Build Client Trust During 401(k) Rollover Conversations
Sep 22, 7:07 AM ET
News · Kitces.com
Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months: #FASuccess Ep 508 With Nate Hoskin
Sep 18, 2:00 PM ET
News · Kitces.com
Weekend Reading For Financial Planners (September 19–20)
Sep 17, 7:04 AM ET
News · Kitces.com
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl 199
Sep 16, 11:00 PM ET
News · RIABiz
'No rush' Peter Mallouk is doing wild 'gap' deals as he rides out RIA seller's market and his Creative Planning keeps 'billions' of purchasing power 'locked-and-loaded' for 'perfect' moment
Sep 15, 5:22 PM ET
News · RIABiz
Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming
Sep 12, 10:32 AM ET
News · RIABiz
Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says
Sep 11, 11:42 AM ET
News · RIABiz
CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access
Sep 11, 10:56 AM ET
News · RIABiz
Amid a flood of warnings about dangers of rogue AI, Hamachi steps in with newly patented system to protect sensitive RIA client data from AI breaches
Sep 8, 10:50 PM ET
News · RIABiz
Schwab Wealth Advisory (SWA) unveils 'corkage' fee on third-party SMAs, typically .35%, as slew of changes add to 'elegant' master plan to convert DIY book to fees
Sep 2, 7:49 AM ET
News · RIABiz
After Fidelity shutdown its password-sharing business model last year, Pontera's new tack is a 'non-discretionary service' while it waits out a CFPB decision on bank data-sharing fees and offers APIs to all comers