https://www.financialadvsr.com/article/altruist-builds-donor-advised-funds-into-its-custody-platform-with-no-account-412894 Financial ADVSRen 2026-10-06T15:01:23.724Z Altruist builds donor-advised funds into its custody platform with no account minimums https://www.financialadvsr.com/article/fidelity-sets-100-million-custody-floor-for-rias-as-long-short-sma-limits-stack-495c1d Financial ADVSRen 2026-10-06T15:01:20.468Z Fidelity sets $100 million custody floor for RIAs as long-short SMA limits stack up https://www.financialadvsr.com/article/cresset-pursues-national-advisors-trust-to-combine-trust-businesses-on-one-47688a Financial ADVSRen 2026-10-06T12:01:22.071Z Cresset pursues National Advisors Trust to combine trust businesses on one platform https://www.financialadvsr.com/article/four-advisor-georgia-team-with-1-1-billion-leaves-wells-fargos-independent-6fd5f1 Financial ADVSRen 2026-10-06T12:01:21.811Z Four-advisor Georgia team with $1.1 billion leaves Wells Fargo's independent channel for LPL https://www.financialadvsr.com/article/the-great-wealth-transfer-may-arrive-smaller-later-and-less-liquid-than-plans-34e14f Financial ADVSRen 2026-10-06T11:30:59.165Z The Great Wealth Transfer may arrive smaller, later and less liquid than plans assume https://www.financialadvsr.com/article/fidelity-tells-rias-under-100-million-to-find-another-custodian-by-mid-785058 Financial ADVSRen 2026-10-05T19:57:19.725Z Fidelity tells RIAs under $100 million to find another custodian by mid-2027 https://www.financialadvsr.com/article/northern-trust-hires-citi-and-bny-private-bankers-as-senior-managing-directors-cdf633 Financial ADVSRen 2026-10-05T18:01:15.929Z Northern Trust hires Citi and BNY private bankers as senior managing directors in Northeast https://www.financialadvsr.com/article/merrill-lands-morgan-stanley-and-wells-fargo-teams-with-770-million-1daace Financial ADVSRen 2026-10-05T15:01:49.120Z Merrill lands Morgan Stanley and Wells Fargo teams with $770 million combined https://www.financialadvsr.com/article/verifact-markets-launches-trading-on-disputed-facts-about-events-that-have-6e114f Financial ADVSRen 2026-10-05T12:01:46.405Z Verifact Markets launches trading on disputed facts about events that have already happened https://www.financialadvsr.com/article/morningstar-survey-finds-advisors-more-worried-about-geopolitics-and-inflation-2a3d0c Financial ADVSRen 2026-10-05T12:01:46.108Z Morningstar survey finds advisors more worried about geopolitics and inflation, and slightly more active in private markets https://www.financialadvsr.com/article/as-product-and-tech-get-commoditized-advisors-edge-shifts-to-family-4d3b0c Financial ADVSRen 2026-10-05T11:30:47.130Z As product and tech get commoditized, advisors' edge shifts to family conversations and client protection