Tuesday, November 3, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
KC Optimizing A $160M AUM Solo Practice For Client Impact Over Scale: #FASuccess Ep 514 With Nick IbelloIN Beyond AUM: the business metrics advisors should audit before 2027IN Asset manager profit margins under pressure as infrastructure costs climbIN Missouri bans advisors from using credential sharing to manage 401(k)sIN Farther taps Google and NASA veterans to sharpen wealthtech usabilityIN Plancorp adds Callie Cox to lead investment strategy and market insightsIN Private credit demand holds firm, but investors are growing cautiousIN Apple's record quarter masks a services slowdown advisors should watchFP Private credit's tax hangover is giving investors buyer's remorseWM Callie Cox Leaves Ritholtz for Plancorp Strategy Role

Tuesday, November 3, 2026

The Morning Edition

MARKETS IN 5
Stocks slip as oil falls and tech weakens
STOCKS
S&P 500 slips to lowest close since July
RATES
Treasury yields dip as oil prices fall
COMMODITIES
Oil falls sharply on US-Iran peace talk hopes
EARNINGS
Apple and Palantir shares fall after results
ECONOMY
ISM manufacturing index rises to 55.5
Miles Ashford, Markets Correspondent · Read it in five minutes
FROM THE NEWSROOM
Accelerated Wealth Partners agrees to minority stake in Braintree's Pallas Capital
Accelerated Wealth Partners has agreed to take a minority stake in Pallas Capital Advisors, the Braintree, Massachusetts wealth manager, Citywire RIA reported.
Vivian Cole, Deals Correspondent
Cambridge rules out LPL sale, CEO Webber says
Wealth Solutions Report reported that Cambridge's chief executive said the independent broker-dealer will not sell to LPL or any other firm, as speculation about a deal continues.
Vivian Cole, Deals Correspondent
Beacon Financial Group moves nearly $1 billion Ohio RIA to Osaic
An Aurora-based firm with close to $1 billion under management moves into Osaic's Empowered Independence channel, with succession planning cited as the reason, InvestmentNews reported.
Grant Whitmore, Moves Correspondent
THE WIRE
ADVERTISEMENT
WINTHROP & CO.
FORGIVABLE LOANS
Negotiating a forgivable loan: the terms that actually move
Forgiveness cadence, carve-outs, production thresholds and jurisdiction, in the order to ask for them.
READ THE ANALYSIS
WEALTHMANAGEMENT.COM
Q&A: REITs Bounce Back in October
HEAT INDEX · 24 HOURS
1. Morgan Stanley 2 stories
2. Osaic 2 stories
3. Merrill 1 story
4. UBS 1 story
5. Wells Fargo 1 story

Past editions

  1. Accelerated Wealth Partners agrees to minority stake in Braintree's Pallas Capital
  2. Citizens Private Wealth won last week in advisor recruiting
  3. Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
  4. SurgeONE.ai adds communications archiving and off-channel monitoring to Avery Actions
  5. VanEck launches Wealth Builder ETF as Fidelity manager leaves $33bn fund
  6. Sheets and Green bring J.P. Morgan group to Rockefeller in Houston
  7. Latigo Peak Partners won last week in advisor recruiting
  8. Claude for Financial Advisors comes with a 20-seat Enterprise floor
  9. Fired as a financial advisor: what your Form U5 will say, and the clocks that start the day you leave
  10. Elevation Point takes minority stake in ex-UBS Truing Capital team
  11. XYPN launches search for successor to president Vince Hockett
  12. Janney won last week in advisor recruiting