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Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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F2 Strategy

In network coverage since September 10, 2026 · 7 stories
Network coverage
Practice management

Only 17% of firms make the referral ask a defined step

F2 Strategy's August survey of 30 firms found new clients drove 63% of organic growth, with referrals as the top tactic.
Data · Oct 26F2 survey: 17% of wealth firms ask for referrals as a step
RIA · Oct 9Former InvestCloud and Envestnet executives launch RIA operating company Singularity Financial Partners
The Advisor's Note · Oct 8F2 Strategy: 87% of surveyed wealth firms use or pilot AI; 6% run agentic tools
Practice management · Oct 787% of firms use or pilot AI; 6% run agentic tools inside workflows
RIA · Sep 24RIAs bought the model. The inputs are still client-reported.
RIA · Sep 10AI budget share doubles as firms wait for proof
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