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Estate & Tax Talking Trusts & Estates for Advisors: Advantages and Disadvantages of Putting an Inherited IRA Into a CRUT ↗ Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust. WealthManagement.com · Oct/08 13:40 UTC Estate & Tax Gen Z is spending more on art than ever before. It’s a key piece of the Great Wealth Transfer, UBS says ↗ Gen Z, whose oldest members are just 29, made up nearly half of high-net-worth collectors who purchased artwork priced about $1 million. Fortune · Oct/08 04:01 UTC Estate & Tax California Billionaires’ Nemesis Plots National Wealth Tax Fight ↗ With four weeks until Election Day, Dan Regan and his healthcare-workers union are in the final stretch of a campaign to persuade Californians to embrace the billionaire tax. WealthManagement.com · Oct/07 14:08 UTC Family Offices The Diamond Podcast for Financial Advisors: Cresset CEO, Head of AI on Building the Modern Family Office ↗ Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore AI as a scale enabler, human-led advice, equity, culture and what Cresset is building next. WealthManagement.com · Oct/01 13:22 UTC Family Offices Wealth Enhancement Pens Largest Deal to Date with $22B RWA Partners ↗ The women-led RWA Partners will bring private wealth and family office specialties to Wealth Enhancement, which will grow to more than $187 billion in client assets. WealthManagement.com · Sep/30 16:05 UTC Family Offices Northwestern Mutual Launches Family Office Services ↗ The firm assembled a team of over 40 specialists to deliver coordinated advice to clients with at least $50 million in net worth. WealthManagement.com · Sep/29 10:00 UTC Luxury & Collecting Gen Zers are now the biggest spenders in the art market, survey finds ↗ Gen Zers have become the most active buyers of high-end art, changing the face of a market long dominated by Baby Boomers, according to a new survey. CNBC · Oct/09 15:23 UTC Luxury & Collecting How social media remade the luxury watch market ↗ A new generation of younger collectors are discovering vintage Cartiers, Pateks, and Vacherons online. Fortune · Sep/26 14:00 UTC Luxury & Collecting Audemars Piguet says its Royal Pop collaboration with Swatch is breaking sales records, despite luxury watch slump and tariffs ↗ Swiss luxury watchmaker Audemars Piguet says its sales and engagement are breaking records after its risky, eye-catching Royal Pop collaboration with Swatch. CNBC · Sep/26 10:00 UTC Philanthropy ‘Are we rich?’ The question billionaire and millionaire parents dread, and what happens when they dodge it ↗ Parents often hide the scale of family wealth, but it can leave heirs unprepared and spark conflict over philanthropy and succession Fortune · Oct/09 18:46 UTC Philanthropy The Next Generation of Affluent Americans Are Reshaping Giving ↗ Are they ready to take on their family’s philanthropic causes? WealthManagement.com · Oct/07 15:12 UTC Philanthropy Altruist Adds Donor-Advised Funds to Platform ↗ The custodian's new offering features no account minimums, lower fees than competitors and flexible investment options for advisors managing client philanthropy. WealthManagement.com · Oct/06 04:01 UTC Private Markets ‘The secret world of secondaries’: How a niche area of finance is emerging as a new liquidity engine in the Gulf ↗ As global and regional liquidity tightens, a nascent Gulf secondary market is giving investors, founders, and early backers a new route to monetisation Fortune · Oct/07 09:47 UTC Private Markets When pre-IPO shares are too good to be true ↗ With AI companies moving towards record-setting IPOs, with trillion-dollar valuations, the demand for pre-IPO shares is greater than ever—as is the opportunity for deceit. Fortune · Oct/02 09:59 UTC Private Markets Investors thought they were buying pre-IPO OpenAI and SpaceX shares. Their cash went to strip clubs, Bloomingdale’s, and shopping on Amazon, SEC alleges ↗ One fund manager allegedly paid his 4 a.m. strip club bill from fund capital after his card was declined. Fortune · Oct/01 00:12 UTC Wealth Industry Pershing reveal of 'Wove' kerfuffle during corporate restructuring last June raises questions about the No. 3 RIA custodian's direction; the task now lies with new RIA head Adam Vos ↗ Ainslee Simmonds is out, and 'Wove' with her, as the unit attempts re-set and new platform under BNY insert Adam Vos RIABiz · 02:36 UTC Wealth Industry RIA Edge 100: Pathstone’s Unusual Growth Engine Includes Skiing, Fly Fishing Trips ↗ CEO Matthew Fleissig attributes Pathstone’s growth to unconventional moves that range from widespread employee ownership to hosting backcountry ski trips with clients. WealthManagement.com · Oct/09 13:19 UTC Wealth Industry Five Things Every RIA Owner Must Know About Partner Buy-Ins ↗ Partner buy-in isn't just succession planning; it's a retention strategy, growth accelerator and legacy insurance policy rolled into one. WealthManagement.com · Oct/08 15:47 UTC Estate & Tax 3 prenup myths advisors can help clients move past ↗ A prenup can start a couple's money conversation, protect an inheritance and even shape what happens if a surviving spouse remarries. Financial Planning · Oct/06 15:33 UTC Estate & Tax The Great Wealth Transfer Is Also a Great Risk Transfer ↗ Preservation is the north star. WealthManagement.com · Oct/05 14:58 UTC Estate & Tax Warren Buffett’s first tax bill at age 14 was $7. Now Berkshire Hathaway’s is almost $27 billion—and he still says the rich don’t pay enough ↗ That’s a far cry from the $26.8 billion Buffett said his company, Berkshire Hathaway, paid in 2024 taxes. Fortune · Oct/04 13:24 UTC Family Offices Corient Buys $2.6B Family Office in First Cayman Islands Move ↗ The Miami-based RIA continues its acquisition spree, adding FortCay Family Advisory to the network. Its global AUM is around $572 billion. WealthManagement.com · Sep/23 15:54 UTC Family Offices Inflation Tops Family Offices’ Worries, Citi Survey Finds ↗ The post Inflation Tops Family Offices’ Worries, Citi Survey Finds appeared first on AdvisorHub . AdvisorHub · Sep/22 13:29 UTC Luxury & Collecting How to Value Fossils and Other Non-Traditional Collectibles ↗ Provenance is an important consideration. WealthManagement.com · Sep/23 16:56 UTC Philanthropy Trusts & Estates: October 2026 Digital Edition ↗ Special Report: Charitable Giving WealthManagement.com · Sep/30 13:03 UTC Philanthropy We’re researchers tracking the nonprofit crisis. Philanthropy’s response is not enough ↗ Foundations hold $1.8 trillion in assets but are not meeting nonprofits’ moment of crisis. Fortune · Sep/26 11:00 UTC Philanthropy How Fiscal Sponsorship Can Streamline Philanthropic Giving ↗ By operating under an established nonprofit’s tax-exempt umbrella, charitable initiatives can accelerate fundraising, reduce administrative hurdles and focus on advancing their… WealthManagement.com · Sep/23 20:01 UTC Private Markets Wall Street Regulator Moves to Expand Access to Private Funds ↗ An SEC proposal would let registered investment advisors charge a fee up to 20% based on a fund’s performance, putting the fee structure in line with some hedge funds. WealthManagement.com · Sep/30 16:02 UTC Private Markets Hollywood’s big debt deal hits a wall of higher yields as Paramount finances Warner Bros. buyout ↗ The Paramount financing will be a closely watched barometer of dealmaking appetite despite rising borrowing costs in 2026. MarketWatch · Sep/29 21:56 UTC Private Markets Tax-slashing strategy popularized by largest hedge fund faces IRS crackdown ↗ A strategy popularized by AQR to help wealthy people slash their taxes on ordinary income is facing a sign that authorities are preparing to clamp down. Financial Planning · Sep/29 15:45 UTC Wealth Industry $5B Trilogy Lands Colorado-based RIA Specializing in Aviation Workers ↗ The Colorado-based RIA, founded by a former pilot, is Trilogy’s largest acquisition of the year. WealthManagement.com · Oct/08 15:13 UTC Wealth Industry XY Planning recruiting spikes as RIA M&A refugees flee rollups that dangle downer contracts ↗ Alan Moore and Michael Kitces are setting up solo XYPN shops at a booming, nearly two-a-day rate, and absolutely believe little RIAs have a 'scale' advantage, with nimble beating… RIABiz · Oct/08 15:03 UTC Wealth Industry The Diamond Podcast for Financial Advisors: The Wirehouse Talent Battle ↗ Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an… WealthManagement.com · Oct/08 13:18 UTC Estate & Tax ‘I want to make her proud’: My mother, a divorcée, died and I’m her executor. Do I need to file for probate? ↗ “The only debts were utility and credit-card bills, which we will pay off.” MarketWatch · Oct/03 18:30 UTC Estate & Tax Google cofounder Sergey Brin has spent $102 million to fight California’s proposed billionaire tax—he could owe $13 billion if he loses ↗ The state’s ultrawealthy, including Larry Page and Peter Thiel, have similarly donated to efforts opposing the wealth tax. Fortune · Oct/03 13:18 UTC Estate & Tax Following IRS Guidance, Compliance Experts Caution RIAs on Section 351 ETF Conversions ↗ One expert warned that advisors touting Section 351 conversions for tax purposes should reconsider recommending the strategy. WealthManagement.com · Oct/01 19:24 UTC Philanthropy Commuting the Income Interest of Charitable Trusts ↗ The growth in equity markets makes this a compelling option WealthManagement.com · Sep/23 19:14 UTC Philanthropy Five Misconceptions About Donor-Advised Funds ↗ Educated advisors can successfully use this vehicle WealthManagement.com · Sep/23 19:03 UTC Philanthropy Charitable Giving in Retirement ↗ Where Congress might go next WealthManagement.com · Sep/23 18:59 UTC Private Markets Firms push to make private markets more like publics ↗ As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical… Financial Planning · Sep/28 21:38 UTC Private Markets The WealthStack Podcast: How AI Is Modernizing Private Markets with Arch’s Ryan Eisenman ↗ Arch's Ryan Eisenman explores how better data, automation and AI can modernize the private markets experience. WealthManagement.com · Sep/25 14:40 UTC Private Markets Private Markets Boost TDF Returns, CFA Institute Study Finds ↗ A modest allocation can help deliver higher returns without taking on outsized risks. WealthManagement.com · Sep/24 15:21 UTC Wealth Industry Wirehouse departures are up. How firms can appeal to those advisors ↗ Cerulli Associates finds in a new survey that pay is, indeed, important to advisors changing firms. But it's not the top priority. Financial Planning · Oct/08 11:00 UTC Wealth Industry Wirehouses Lost 517 Advisors in First Half of 2026 ↗ But the headline numbers don’t capture the size of teams leaving the wirehouses and mask significant differences by firm, according to a Diamond Consultants report. WealthManagement.com · Oct/08 10:00 UTC Wealth Industry XY Planning recruiting spikes as RIA M&A refugees flee rollups that dangle downer contracts -- Amazon, Google, and Fidelity are the second set of X factors feeding the boom ↗ Alan Moore and Michael Kitces are setting up solo XYPN shops at a booming, nearly two-a-day rate, and absolutely believe little RIAs have a 'scale' advantage, with nimble beating… RIABiz · Oct/08 01:34 UTC Estate & Tax Five Key Developments for Estate Planners and Litigators ↗ Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium. WealthManagement.com · Sep/30 16:23 UTC Estate & Tax Estate Planning for Clients with Non-Traditional Heirs ↗ A growing opportunity to help child-free Americans carry out their legacy wishes. WealthManagement.com · Sep/30 15:37 UTC Estate & Tax Turning A Revocable Trust Into a Working Plan ↗ The advisor’s implementation role. WealthManagement.com · Sep/30 14:29 UTC Philanthropy Billionaire YouTuber MrBeast spent $10 million building a village in Ghana—he says viewers watch philanthropy videos less but ‘I’ll keep making them’ ↗ Donaldson wrote on social media platform X that his 14-year career on YouTube so far had been leading up to the humanitarian project, which took eight months to complete. Fortune · Sep/21 15:50 UTC Wealth Industry Merit Financial Snags 10th Commonwealth Advisor ↗ The Atlanta-based RIA acquired Moldenhauer & Associates, a New York wealth management practice overseeing $1.1 billion in client assets across nearly 1,900 households. WealthManagement.com · Oct/07 19:29 UTC Wealth Industry Focused on the Future: How RIA Leaders Can Prepare for Growth, Technology and AI with Stan Gregor ↗ Summit Financial's Stan Gregor discusses how the firm’s infrastructure, technology and cybersecurity prepared the firm for long-term growth. WealthManagement.com · Oct/07 16:26 UTC Wealth Industry With $74M in growth capital, can RQD boost its RIA custody business? ↗ While it isn't a household name in most U.S. wealth management circles, RQD* Clearing just drew a substantial growth investment on the basis of its international clearing… Financial Planning · Oct/06 20:52 UTC Estate & Tax In the affordability crisis, 37% of parents are counting on financial help from the Bank of Baby Boomers and can’t wait for the Great Wealth Transfer ↗ The cost of childcare has led many families to turn to their parents before the Great Wealth Transfer. Fortune · Sep/27 10:00 UTC Estate & Tax ‘She says it’s just money’: My friend pays for everything. I should be grateful, but I can’t stand her anymore. ↗ “On each of these weekends away, she’s probably spending $500.” MarketWatch · Sep/26 15:30 UTC Estate & Tax Talking Trusts & Estates for Advisors: When to Use Revocable Trusts vs. Alternative Strategies ↗ Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them. WealthManagement.com · Sep/25 16:24 UTC Wealth Industry Custodians, RIA Platforms Target Fidelity Clients on Heels of $100M Minimum ↗ RIA custodians such as Schwab, Axos and Betterment, as well as some RIA platforms, are reaching out to those advisors who may need to shift some or all of their assets off… WealthManagement.com · Oct/06 17:20 UTC Wealth Industry Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are amon ↗ The head of Charles Schwab's $6-trillion RIA custody unit says his firm already serves 11,000 of these micro-practices -- 'not by accident' RIABiz · Oct/06 15:57 UTC Wealth Industry What ‘White Glove’ Means Today ↗ For ultra-high-net-worth clients, responsiveness is no longer the standard. It’s table stakes. WealthManagement.com · Oct/06 15:14 UTC Estate & Tax Creating a Lifetime Stretch Through a Charitable Remainder Unitrust ↗ It could provide a meaningful tax benefit WealthManagement.com · Sep/23 19:31 UTC Estate & Tax Multimillionaire author Bill Perkins says parents should give kids their inheritance in their 20s when it can transform their lives—not when they die ↗ The “Die With Zero” author says waiting until death to pass down wealth means children often get the money long after it could have changed their lives. Fortune · Sep/23 19:00 UTC