Financial ADVSR · Free · Weekdays 6:30 AM ET
The Morning Edition.
The front page of wealth management. Who moved, who bought whom and what the regulators did, gathered from across the advisor trade press and written up by our newsroom. Five minutes, before the bell.
- Free
- No paywall
- One-click unsubscribe
- We never sell your email
The Wire
- 01WealthManagement.comAltruist Adds Donor-Advised Funds to Platform
- 02InvestmentNewsBuilt on insurance experience to deliver on long-term promises
- 03RIABizSchwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among others
- 04InvestmentNewsAnnuities for RIAs: Why fee-only advisors still hit a wall
- 05Financial PlanningHow an AM radio host dialed up her niche business
The industry writes all day. We read all of it.
- 37stories filed across the advisor trade press in the last 72 hours
- 8trade outlets read for you, every night
- $5.8Bin advisor assets changing firms in the moves we logged this month
- 5 minto read the whole edition
You read the part that matters, in one email.
Inside every edition
Four parts. Five minutes.
- 01
The Big Picture
Our chief analyst on the story that matters most today, and what it means for the people running advice businesses.
- 02
From the Newsroom
Original reporting from our desk on moves, deals, regulation and the practice of advice.
- 03
The Wire
The best of the overnight trade press: the headline, the outlet’s own summary and a link to the original.
- 04
The Heat Index
The firms the industry is writing about most, ranked by how many stories and outlets covered them.
The Heat Index · live
Who the industry is talking about right now.
- 1Wells Fargo2 stories · 2 outlets
- 2Fidelity2 stories · 2 outlets
- 3Altruist2 stories · 2 outlets
- 4Morgan Stanley1 story · 1 outlet
- 5Merrill1 story · 1 outlet
- 6UBS1 story · 1 outlet
Counted from our wire over the last 72 hours. Subscribers get the full ranking every Friday.
Written for the people who run the business.
- I
Advisors
See who is moving, which firms are paying for it and what the regulators changed, before your first call.
- II
Team and branch leaders
Know which competitors are hiring, which teams just left and where the next deal is forming.
- III
Recruiters
Every breakaway and big-team move the morning it is reported, with the firms on both sides.
- IV
Firm executives
The deals, the enforcement actions and the firms gaining ground, in five minutes.