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Wednesday, October 7, 2026The Morning Brief →Sign in
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WealthManagement.com

In network coverage since September 29, 2026 · 16+ stories
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87% of firms use or pilot AI; 6% run agentic tools inside workflows

F2 Strategy's Q2 2026 Trend Report surveyed 40 leading RIAs, wealth management firms and broker-dealers representing $8.6 trillion in assets and found a very weak correlation between AI technology spending and measurable business value.
book · Oct 7Envestnet column says ultra-high-net-worth clients now expect family-office coordination
portfolio · Oct 6Nareit researchers flag a 127-basis-point cap rate gap between private real estate and REITs
portfolio · Oct 6Morningstar survey: U.S. advisor optimism falls to 36% as private-market offerings reach 40%
practice · Oct 6WealthManagement.com report catalogs obstacles to advising 401(k) participants
practice · Oct 6FiComm survey finds 45% of investors chose an advisor without a referral
book · Oct 6WealthManagement.com argues the $124 trillion wealth transfer needs a risk review
The Close · Oct 6Envestnet draws its UHNW line at $30 million and says white glove means coordination
RIA · Oct 5The $124 trillion wealth transfer moves risk along with the money
RIA · Oct 5Advisors pushing into 401(k) advice face data, coaching and legacy tech hurdles
The Close · Oct 3Claude for Financial Advisors draws a fiduciary objection over portfolio math
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
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