Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN 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 RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Deals

Captrust Lands $3B Truist Team in North Carolina

AdvisorHub ·

Captrust Financial Advisors, a Raleigh, North Carolina-based RIA and broker-dealer, has acquired a 13-person practice from Truist Investment Services in Winston-Salem, according to an announcement ...

Summary as published by AdvisorHub
Read the full story at AdvisorHub →AdvisorHub may require a subscription.

More on CAPTRUST

CAPTRUST hub →

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

The full wire →