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Thursday, August 20, 2026The Morning Brief →Sign in
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WealthManagement.com

In PWD coverage since August 18, 2026 · 6 stories
PWD coverage
RIA

RFG CEO: The first platform question shouldn't be payouts

RFG Advisory's Shannon Spotswood says advisors going independent should pick a long-term partner, not a vendor.
Data · Aug 19Advisor sentiment stays positive as six-month outlook dims
The Close · Aug 19Louis Barajas: listen first, products later, for underserved clients
The Close · Aug 19The bedsore approach to retirement marketing
practice · Aug 18RIAs push trust and estate in-house despite a thin advisor bench
The Close · Aug 18Retail SMAs on pace for $3.6 trillion by 2026
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