Friday, November 6, 2026The Morning EditionOpen AtlasSign inJoin free
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Est. 2026The front page of wealth managementNew York

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FP Before recommending a 351 ETF, check for the pattern the IRS just made taxableIN Most Americans are OK with AI managing their money - but not how you thinkIN Goldman Sachs names record partner class with wealth in focusIN Advisor moves: Raymond James, Ameriprise and Cetera land $2B-plus in talentIN RIA moves: Tech-focused RIA BKFi expands with first acquisitionIN Gen X retirement automation habit leaves emergency savings behindIN Family money conversations start at the holiday table, advisors sayIN Cary Carbonaro wins lifetime honor at Women to Watch: 'I am so not done'FP Edward Jones CEO on the $1.4B Class B share sale and her succession plansFP IRS sets inflation adjustments for tax year 2027

Friday, November 6, 2026

The Morning Edition

MARKETS IN 5
AI chip selloff pushes Nasdaq into correction, Asia tumbles
STOCKS
Nasdaq enters correction as AI chip selloff deepens
GLOBAL
Asian markets tumble, with Nikkei down 6.14%
SECTORS
Chip stocks lead broad sell-off across all sectors
THE FED
Fed officials keep further rate hikes on the table
RATES
Treasury yields fall, with the 10-year at 4.84%
Miles Ashford, Markets Correspondent · Read it in five minutes
FROM THE NEWSROOM
Metzger from Citizens to oversee Osaic's Empowered Independence channel
Osaic has named Tom Metzger, who most recently led Citizens' private wealth unit, to oversee its Empowered Independence channel, which AdvisorHub says holds $25 billion in assets.
Nora Kessler, Practice & Technology Correspondent
Inheritance funds a record share of first-time home purchases
Figures from the National Association of Realtors show inheritance funding a growing share of first-time home purchases, with the all-cash segment at a record in the year through June.
Vivian Cole, Deals Correspondent
LPL compliance chief to join &Partners as risk and governance head
AdvisorHub reported that James T. McHale will start at &Partners later this month as the three-year-old firm continues to add executives.
Grant Whitmore, Moves Correspondent
Ameriprise downgrade debate centers on advisor retention payments
BofA analyst Craig Siegenthaler skipped Ameriprise's Oct. 29 call as peers pressed questions about the retention-payment concerns behind his downgrade.
Vivian Cole, Deals Correspondent
THE WIRE
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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
HEAT INDEX · 24 HOURS
1. Schwab 3 stories
2. UBS 2 stories
3. Osaic 2 stories
4. FINRA 2 stories
5. Raymond James 1 story

Past editions

  1. Metzger from Citizens to oversee Osaic's Empowered Independence channel
  2. Former UBS team launches Cleros Wealth Partners with Elevation Point backing
  3. Nevis seeks AI agents able to move money while Schwab keeps outside tools read-only
  4. Accelerated Wealth Partners agrees to minority stake in Braintree's Pallas Capital
  5. Citizens Private Wealth won last week in advisor recruiting
  6. Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
  7. SurgeONE.ai adds communications archiving and off-channel monitoring to Avery Actions
  8. VanEck launches Wealth Builder ETF as Fidelity manager leaves $33bn fund
  9. Sheets and Green bring J.P. Morgan group to Rockefeller in Houston
  10. Latigo Peak Partners won last week in advisor recruiting
  11. Claude for Financial Advisors comes with a 20-seat Enterprise floor
  12. Fired as a financial advisor: what your Form U5 will say, and the clocks that start the day you leave