Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

News

NASAA Welcomes New President and Announces 2026-2027 Board of Directors at 2026 Fall Annual Meeting

NASAA announced today that Elizabeth Bowling, Tennessee Department of Commerce and Insurance (TDCI) Assistant Commissioner, Securities, has become NASAA’s President during the 2026 NASAA Fall Annual Meeting in Chicago.

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

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

The full wire →