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Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

News

401(k) Real Talk Episode 210: September 30, 2026

By Fred Barstein · WealthManagement.com ·

Image: WealthManagement.com

Open, honest and candid discussion about new cloud-based Omni and Relius from FIS, TDF returns, Vestwell board additions, brokers moving away from commission, obstacles to guaranteed income and more.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

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