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Saturday, October 3, 2026The Morning Brief →Sign in
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WealthManagement.com

In PWD coverage since September 15, 2026 · 16+ stories
PWD coverage
The Close

Claude for Financial Advisors draws a fiduciary objection over portfolio math

A WealthManagement.com column cites studies putting hallucination rates in the mid-to-high 80s on drawdown and optimization questions, against a promised saving of up to 80% of an advisor's time.
RIA · Oct 1A WealthManagement.com column argues advisory partnership drift starts when goals diverge
practice · Oct 1SEC proposes 20% performance fees for RIAs and a wider accredited-investor test
Family Office · Sep 30Kasner estate-planning symposium turns AI use into a professional-responsibility question
The Close · Sep 30SEC proposes letting advisers charge up to 20% performance fees on private funds
portfolio · Sep 29IRS ruling targets ETF conversions used to realign appreciated portfolios
RIA · Sep 29Section 1202 widens the QSBS ceiling to $15 million; financial services is carved out
The Close · Sep 28Rising RIA deal size reflects bigger advisory firms, not only private equity capital
RIA · Sep 25PEPs are a distribution play, and DC specialists are buying first
RIA · Sep 24RIAs bought the model. The inputs are still client-reported.
Family Office · Sep 23The charitable gift is the only perpetual position nobody stress-tests
practice · Sep 19The cheapest alpha an RIA can buy is a one-page memo
The Close · Sep 17The advisor's local relevance is the growth asset no platform can buy
book · Sep 17Clients asking for a simple estate plan want control, not fewer documents
The Close · Sep 17The RIA industry pays for alpha twice
The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand
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