Monday, November 2, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Five Qualities of a Good AdvisorFP Career-changers want in. Firms don't know where to find themWM Brighton Jones: Keeping It Personal For the Long RunIN High-net-worth clients want more than portfolios, AssetMark study confirmsWM Views from 6,230: Why The Fed Is Wrong on StocksWSR AssetMark Research Finds Gaps In Private Wealth ServicesIN Small 401(k) balances erode after job changes, new research showsWM AssetMark Launches Private Wealth Program for AdvisorsKC Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)IN IPO lockup expirations put concentrated stock risk on advisors’ desks

News

The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth

By Elana Iskowitz · WealthTech Today ·

Image: WealthTech Today
Read the full story at WealthTech Today →

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

The full wire →