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In PWD coverage since September 25, 2026 · 16+ stories

PWD coverage

RIA

Morningstar survey finds 80% of advisors use AI, but client-facing time stays at 53%

Morningstar's survey of 501 advisors finds 56% name administrative and operational work as the biggest barrier to the service they want to deliver.

RIA · Oct 5Real estate fraud losses reach $275.1 million; twelve states now have deed-theft laws

RIA · Oct 2Annuity adoption still trails client demand as cost and control objections persist

The Close · Oct 2University of Maryland survey finds bipartisan backing for wealth tax and higher capital gains taxes

income · Oct 1TIAA survey finds 53% of adults fear outliving savings

RIA · Oct 1Guardian survey finds 13% exactly on track to save enough for retirement

income · Oct 1Guardian survey finds 13% on track to save for the retirement they want

Filings · Sep 29IRS rules certain 351 ETF conversions taxable, says more guidance could follow

RIA · Sep 29PNC survey: 89% of owners want combined advice, 55% have it

RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years

M&A · Sep 28DeVoe: RIA deal count down 19% in Q3 through Sept. 22

RIA · Sep 28Wilmington Trust's Weese says pandemic memories are pulling owners to sell

RIA · Sep 28Stansberry Asset Management rebrands as Meristead Wealth, a nearly $1.4B Texas RIA

The Close · Sep 25Sellers arrive unprepared, and preparation is the next fee pool

RIA · Sep 25Pay-as-you-grow is the honest price for lead gen

RIA · Sep 25Clients rank listening ahead of expertise. Budgets don't.