PWD View

Opinion from the Private Wealth Daily editors: one argument at a time, made with evidence.

PWD View, newest first

Page 4

PWD View, OpinionThe Close

Clients want the plan, and advisors are learning to bill for it

32 days ago

PWD View, OpinionThe Close

Schwab's Claude exclusive is a standards play with an expiry date

32 days ago

PWD View, OpinionThe Close

Convergence is buying the top of the market, not the middle

32 days ago

PWD View, OpinionThe Close

The talent war's next front is inside the recordkeeper

33 days ago

PWD View, OpinionThe Close

The talent war moved up the org chart

34 days ago

PWD View, OpinionThe Close

Mercer cut its borrowing cost 175 basis points. Now match it.

35 days ago

PWD View, OpinionThe Close

Apella's two deals show the RIA buyer's real target: staff, not clients

35 days ago

PWD View, OpinionThe Close

Envestnet's real release is the record under the dashboard

35 days ago

PWD View, OpinionThe Close

Fidelity's study names the estate business's real deliverable: the family meeting

35 days ago

PWD View, OpinionThe Close

KKR's European evergreen crown is a claim about stickier capital

36 days ago

PWD View, OpinionThe Close

The client record is the expensive part of plain-language AI.

36 days ago

PWD View, OpinionThe Close

The next M&A multiple is a refill rate

36 days ago

PWD View, OpinionThe Close

State Street is renting the custody engine it used to own

36 days ago

PWD View, OpinionThe Close

The advice industry's next dollar is adjudication, not allocation

36 days ago

PWD View, OpinionThe Close

The advisor's local relevance is the growth asset no platform can buy

36 days ago

PWD View, OpinionThe Close

The RIA industry pays for alpha twice

36 days ago

PWD View, OpinionThe Close

Seven carriers, one workflow: the annuity becomes billable

37 days ago

PWD View, OpinionThe Close

Universities are quietly building the advisor competency standard

37 days ago

PWD View, OpinionThe Close

Southern RIAs are selling direct access, and rollups can't buy it

37 days ago

PWD View, OpinionThe Close

Retail private-market access won't fix the trust deficit

37 days ago

PWD View, OpinionThe Close

The private-markets label now costs 40% of the flow

38 days ago

PWD View, OpinionThe Close

Columbia Threadneedle pays for private markets in allocations

38 days ago

PWD View, OpinionThe Close

Direct indexing's trillion-dollar forecast is a platform stat, not demand

38 days ago

PWD View, OpinionThe Close

Anthropic rents the advisor's last mile, and rents get repriced

38 days ago

PWD View, OpinionThe Close

The AI wealth fight is now over distribution

40 days ago

PWD View, OpinionThe Close

RIA M&A's scarce input is now the post-close operator

41 days ago

PWD View, OpinionThe Close

The DOL's safe harbor hands participants the private-credit mark

42 days ago

PWD View, OpinionThe Close

The AI stack is a correlation trade, and fees haven't moved

42 days ago

PWD View, OpinionThe Close

RIAs sell tax foresight, then skip it at home

42 days ago

PWD View, OpinionThe Close

Private markets need a yardstick, and Nasdaq bought one

43 days ago

Your firm & industry

Investments

Clients & planning

Data & tools

PWD View

PWD View, newest first

Page 4

Clients want the plan, and advisors are learning to bill for it

Schwab's Claude exclusive is a standards play with an expiry date

Convergence is buying the top of the market, not the middle

The talent war's next front is inside the recordkeeper

The talent war moved up the org chart

Mercer cut its borrowing cost 175 basis points. Now match it.

Apella's two deals show the RIA buyer's real target: staff, not clients

Envestnet's real release is the record under the dashboard

Fidelity's study names the estate business's real deliverable: the family meeting

KKR's European evergreen crown is a claim about stickier capital

The client record is the expensive part of plain-language AI.

The next M&A multiple is a refill rate

State Street is renting the custody engine it used to own

The advice industry's next dollar is adjudication, not allocation

The advisor's local relevance is the growth asset no platform can buy

The RIA industry pays for alpha twice

Seven carriers, one workflow: the annuity becomes billable

Universities are quietly building the advisor competency standard

Southern RIAs are selling direct access, and rollups can't buy it

Retail private-market access won't fix the trust deficit

The private-markets label now costs 40% of the flow

Columbia Threadneedle pays for private markets in allocations

Direct indexing's trillion-dollar forecast is a platform stat, not demand

Anthropic rents the advisor's last mile, and rents get repriced

The AI wealth fight is now over distribution

RIA M&A's scarce input is now the post-close operator

The DOL's safe harbor hands participants the private-credit mark

The AI stack is a correlation trade, and fees haven't moved

RIAs sell tax foresight, then skip it at home

Private markets need a yardstick, and Nasdaq bought one