Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
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Est. 2026The front page of wealth managementNew York

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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN 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 RIAs

The Wire · updated every ten minutes

Wealth management news

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. News · AdvisorHub

    Tax-Busting Trades Fuel Rush for Muni ETFs After Fall Selloff

  2. Deals · AdvisorHub

    Stifel CEO Once Again Downplays Case for Selling Firm

  3. News · AdvisorHub

    AI Could Undercut RIAs’ Record Valuations, Banker Warns

  4. News · AdvisorHub

    Stifel’s October Investment Strategy Brief: Looking Past the Midterms: AI Still in Focus

  5. News · AdvisorHub

    October 19-23rd is National Estate Planning Awareness Week

  6. News · AdvisorHub

    AI Stocks Flounder

  7. News · AdvisorHub

    Finance Leaders Spar Over AI Bubble After Griffin Warning

  8. Deals · AdvisorHub

    Beacon Pointe Buys Billion-Dollar Planning Firm in San Diego

  9. Deals · AdvisorHub

    Elevation Point Nabs $750M UBS Team in Las Vegas

  10. Moves · AdvisorHub

    LPL Names Firm Veteran to Lead Recruiting

  11. Moves · AdvisorHub

    Sowell Taps Scott Dooley as Chief Investment Officer, Launches Sowell Office of the CIO

  12. News · AdvisorHub

    Ameriprise’s Advisor Retention Issues Cast Shadow Over Its Stock: BofA

  13. News · AdvisorHub

    From Insight to Action: How Agentic AI Is Reshaping the Advisor Workday

  14. News · AdvisorHub

    Protecting Clients in an AI-Powered World