https://www.financialadvsr.com/article/sec-filings-show-more-than-400-registered-rias-below-fidelitys-100-million-983c38 Financial ADVSRen 2026-10-07T17:47:39.325Z SEC filings show more than 400 registered RIAs below Fidelity's $100 million custody floor https://www.financialadvsr.com/article/wealthspire-opens-dedicated-practice-for-athletes-and-entertainers-with-an-nil-8c2356 Financial ADVSRen 2026-10-07T15:01:26.247Z Wealthspire opens dedicated practice for athletes and entertainers, with an NIL program planned https://www.financialadvsr.com/article/aspen-standard-wealth-buys-louisianas-cullen-investment-group-in-its-tenth-a43adf Financial ADVSRen 2026-10-07T12:01:43.406Z Aspen Standard Wealth buys Louisiana's Cullen Investment Group in its tenth deal https://www.financialadvsr.com/article/mesirow-hires-morningstar-multi-asset-research-head-to-run-investment-a2858d Financial ADVSRen 2026-10-07T12:01:14.098Z Mesirow hires Morningstar multi-asset research head to run investment solutions https://www.financialadvsr.com/article/high-rates-are-redrawing-custody-and-private-market-access-and-small-advisors-be575a Financial ADVSRen 2026-10-07T11:30:50.147Z High rates are redrawing custody and private-market access, and small advisors are caught in between https://www.financialadvsr.com/article/creative-planning-names-ovi-vitas-chief-marketing-officer-tapping-consumer-f40672 Financial ADVSRen 2026-10-06T18:01:24.022Z Creative Planning names Ovi Vitas chief marketing officer, tapping consumer brand background 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