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In PWD coverage since September 28, 2026 · 16+ stories

PWD coverage

advisers

Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans

The joint research cites time, staffing and $250,000 account minimums as the friction that keeps plan relationships from becoming wealth relationships.

advisers · Oct 5Halbert Hargrove built one client's income plan on four unbilled annuities

RIA · Oct 5Fee-based annuities are about 1% of premiums as insurers court RIAs

Moves · Oct 5Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play

The Close · Oct 5Dunham paper argues long retirements may shrink the wealth transfer

RIA · Oct 5Morningstar survey finds 80% of advisors use AI, but client-facing time stays at 53%

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