Sunday, November 8, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. CongressIN People moves: Oxford, Fiduciary Trust, and BMO add regional leaders

News

Photos And Highlights: AdvisorHub’s 2026 Advisors to Watch Summit

AdvisorHub ·

A selection of snapshots from the 2026 Advisors to Watch Summit in NYC on October 21 The future of wealth management depends on how advisors respond to changes already reshaping their businesses. At ...

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

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 →