Wednesday, November 4, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Ex-UBS Team Creates $3.6B RIA With Elevation Point BackingIN Prop 40 trails, but wealth tax planning questions are here to stayRB Crisis of confidence still dogs 'Top Advisor' rankings, only months after ethics scandal rocked Forbes and cast shadow over Barron's, but the business is too lucrative to pass up for cash-hungry publications and attention-starved advisorsIN Musk's SpaceX share pledge puts kids' investing on advisors' radarKC Hazards With Engaging Heirs Too Quickly: How Proactive Estate Settlement Can Disrupt Disclaimers By Triggering (Early) AcceptanceIN Advisor moves: Raymond James and LPL add veteran teams in Ohio and PennsylvaniaIN Institutional investor returns split as rising rates hit bond portfolios in Q3 2026IN RIA moves: succession, scale and new markets drive four dealsIN Home price growth slows as inventory and mortgage rates weigh on marketIN Democrats take Congress: what it means for your clients

News

Prop 40 trails, but wealth tax planning questions are here to stay

InvestmentNews ·

Image: InvestmentNews

Carson Wealth’s Debra Taylor says residency records, business valuations and liquidity stress tests belong on advisors’ lists now

Summary as published by InvestmentNews
Read the full story at InvestmentNews →

More on Carson

Carson hub →

Financial ADVSR links to reporting from across the industry. This story was reported by InvestmentNews. Financial ADVSR is not affiliated with InvestmentNews. Updated every 10 minutes.

The full wire →