2026-08-18, Eastern time

1. FP
   Financial Planning·16:49 ET

   How non-grantor trusts maximize charitable, small business stock tax advantages
2. AH
   AdvisorHub·16:44 ET

   Edelman Wins TRO Against Advisor Who Jumped to RFG in Washington
3. WM
   WealthManagement.com·16:38 ET

   Ex-Morgan Stanley Advisor Alleges Firm 'Circled The Wagons' After Misconduct Claims
4. IN
   InvestmentNews·16:17 ET

   AdvisorFinder launches AI visibility measurement tool for RIAs
5. IN
   InvestmentNews·16:12 ET

   Edwards Jones targets next-gen investors with hybrid investment advisory platform
6. WM
   WealthManagement.com·15:53 ET

   SEC Unveils Crypto Plan as Agency Moves Ahead on Digital Assets
7. WM
   WealthManagement.com·14:46 ET

   Invesco Revamps, Expands Platform for Custom Strategies
8. IN
   InvestmentNews·14:18 ET

   Giant Cambridge group in Pennsylvania bolts to LPL
9. WM
   WealthManagement.com·14:08 ET

   MAI's Post-Carlyle Deal Spree Continues, Adding Two Firms with Combined $1B+ AUM
10. FP
    Financial Planning·14:00 ET

    IBD Elite 2026: How 5 top firms compete on clearing and custody
11. WM
    WealthManagement.com·13:27 ET

    People Moves: Carson Hires Recruiter from Osaic for Indie Channel
12. IN
    InvestmentNews·12:38 ET

    WealthReach raises $1 million in seed funding
13. WM
    WealthManagement.com·12:36 ET

    13 Investment Must Reads for This Week (Aug. 18, 2026)
14. IN
    InvestmentNews·12:34 ET

    Edward Jones takes minority stake in Quicken
15. IN
    InvestmentNews·12:30 ET

    Will there be benefits for all these centralized-data-warehousing efforts?
16. FW
    Family Wealth Report·12:00 ETM&A

    Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Waypoint Wealth Counsel
17. FW
    Family Wealth Report·12:00 ET

    US Single-Family Home Investment Curbs Create New FO Compliance Task – Law Firm
18. FW
    Family Wealth Report·12:00 ET

    Stocks, Luxury Goods To Benefit, Traditional Collectibles Will Suffer In Great Wealth Transfer – Study
19. FW
    Family Wealth Report·12:00 ETPEOPLE

    Who’s Moving Where In Wealth Management? – Glenmede, Nevada Trust Company, DUC
20. FW
    Family Wealth Report·12:00 ETPEOPLE

    Remembering Stephen “Steve” Prostano
21. FA
    Financial Advisor Magazine *·11:45 ET

    MAI Capital Buys Calif. RIA OG Private Wealth, Adding $551M
22. WSR
    Wealth Solutions Report·11:18 ET

    MAI Enters Atlanta Market By Adding $490 Million RIA Waypoint
23. WM
    WealthManagement.com·10:45 ET

    Specialty Structure Funds Gain Momentum Amid Evergreen Adoption
24. FA
    Financial Advisor Magazine·10:30 ET

    JPMorgan's Santos Says 'AI Tentacle' Risk Spans Bonds And Stocks
25. FA
    Financial Advisor Magazine·10:30 ET

    BofA Sees Nvidia Trading At Up To 50% Discount On AI Risks
26. WM
    WealthManagement.com·10:19 ET

    Trust, Not Capital, Limits ETF Growth
27. IN
    InvestmentNews·10:18 ET

    Advisor moves: Missouri-based LPL team decamps to Osaic in full-circle succession
28. FP
    Financial Planning·10:00 ET

    IBD Elite 2026: Download FP's list of the largest independent brokerages in wealth management
29. FP
    Financial Planning·10:00 ET

    IBD Elite 2026: The cryptic costs of clearing and custody for advisors
30. WM
    WealthManagement.com·09:29 ET

    Good Stock Picks, Bad Trading: Why Active Funds Still Lagged
31. IN
    InvestmentNews·09:21 ET

    Wealth Enhancement extends acquisition streak with Washington state deal
32. IN
    InvestmentNews·09:00 ET

    Building AI you can trust in wealth management
33. WSR
    Wealth Solutions Report·08:10 ET

    Investments Roundup: HFR, Fidelity, VanEck, Goldman And More
34. WSR
    Wealth Solutions Report·08:05 ET

    Deals & Recruiting Roundup: Carlyle, Hightower, Raymond James And More
35. WSR
    Wealth Solutions Report·08:00 ET

    The Third Path: What RIAs Should Consider Before Selling
36. FA
    Financial Advisor Magazine·08:00 ET

    SEC Is Asking RIAs To Show Their AI Work. Here's What Examiners Want
37. RB
    RIABiz·07:23 ET

    Salim Ramji (strategically) bends to the will of RIAs by allowing them latitude to remodel Vanguard model portfolios and let three favorite RIA partners -- Orion, Black Diamond and Vestmark — get a cut of the action
38. IN
    InvestmentNews·06:39 ET

    Global bond selloff drives borrowing costs to multi-decade highs
39. IN
    InvestmentNews·06:37 ET

    Family offices shun hedge funds and private credit in favor of direct deals
40. IN
    InvestmentNews·06:34 ET

    Advisor moves: Veteran teams with $580M in assets leave Wells Fargo
41. IN
    InvestmentNews·06:33 ET

    Siebert deepens FusionIQ investment with 10-year wealth tech deal
42. IN
    InvestmentNews·06:33 ET

    Medicare Advantage members hit hard by rising costs
43. FA
    Financial Advisor Magazine·06:00 ET

    Millennials Feel Good About Their Finances And The Data Show Why
44. FA
    Financial Advisor Magazine·05:15 ET

    Goldman Strikes Deal To Buy LCN To Become Hands-Off Landlord
45. FA
    Financial Advisor Magazine·04:30 ET

    Global Bond Slump Sends Long-Term Borrowing Costs To Highest In Decades
46. FA
    Financial Advisor Magazine·04:00 ET

    Wealth Enhancement Buys Weinand Financial, Adding $644M In Assets
47. FA
    Financial Advisor Magazine·04:00 ET

    Yardeni Says Not Pushing Panic Button On Bond Yields Yet
48. FA
    Financial Advisor Magazine·04:00 ET

    BofA Poll Sees Few Bears Left As Investors Pile Into Stocks