Saturday, October 3, 2026Sign inJoin free
FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

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.

  1. News · Kitces.com

    Weekend Reading For Financial Planners (October 3–4)

  2. News · Kitces.com

    Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200

  3. News · Kitces.com

    Minimizing The Impact Of The New 0.5%-Of-AGI Floor On Charitable Contributions And 2/37ths Reduction Of Itemized Deductions

  4. News · Kitces.com

    Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM: #FASuccess Ep 509 With Dana Anspach

  5. News · Kitces.com

    What Really Drives Client Referrals

  6. News · Kitces.com

    Weekend Reading For Financial Planners (September 26–27)

  7. News · Kitces.com

    Applying Fiduciary Principles To Demonstrate Value And Build Client Trust During 401(k) Rollover Conversations

  8. 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

  9. Deals · Kitces.com

    Taking Equity In An Acquiring Aggregator: Weighing The Growth Opportunities Against Valuation And Illiquidity Risks

  10. News · Kitces.com

    Weekend Reading For Financial Planners (September 19–20)

  11. News · Kitces.com

    Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl 199