PWD View, Opinion
Family aviation stops being a perk and becomes infrastructure
35 days ago
The Close
The daily column: one argument about the industry's day, prosecuted with evidence. 11 stories this week · 182 total.
The Close stories, page 3
Page 3 of 5
All storiesPWD View, Opinion
The wealth transfer is a rate, and the rate is small
35 days ago
PWD View, Opinion
Guaranteed income's real product is permission to spend the rest
36 days ago
PWD View, Opinion
The family office pivot to public equities is a succession trade
36 days ago
PWD View, Opinion
Edelman skipped the Claude launch table, and that is the tell
36 days ago
PWD View, Opinion
The next RIA premium is integration capacity
36 days ago
36 days ago
PWD View, Opinion
Asset owners want infrastructure, and the cash to walk away
37 days ago
PWD View, Opinion
Whoever writes the AI data terms keeps the client record
37 days ago
37 days ago
PWD View, Opinion
Clients want the plan, and advisors are learning to bill for it
37 days ago
PWD View, Opinion
Schwab's Claude exclusive is a standards play with an expiry date
37 days ago
PWD View, Opinion
Convergence is buying the top of the market, not the middle
37 days ago
PWD View, Opinion
The talent war's next front is inside the recordkeeper
38 days ago
PWD View, Opinion
The talent war moved up the org chart
39 days ago
PWD View, Opinion
Mercer cut its borrowing cost 175 basis points. Now match it.
40 days ago
40 days ago
PWD View, Opinion
Envestnet's real release is the record under the dashboard
40 days ago
41 days ago
PWD View, Opinion
KKR's European evergreen crown is a claim about stickier capital
41 days ago
PWD View, Opinion
The client record is the expensive part of plain-language AI.
41 days ago
PWD View, Opinion
The next M&A multiple is a refill rate
41 days ago
PWD View, Opinion
State Street is renting the custody engine it used to own
41 days ago
PWD View, Opinion
The advice industry's next dollar is adjudication, not allocation
41 days ago
41 days ago
PWD View, Opinion
The RIA industry pays for alpha twice
41 days ago
PWD View, Opinion
Seven carriers, one workflow: the annuity becomes billable
42 days ago
PWD View, Opinion
Universities are quietly building the advisor competency standard
42 days ago
PWD View, Opinion
Southern RIAs are selling direct access, and rollups can't buy it
43 days ago
PWD View, Opinion
Retail private-market access won't fix the trust deficit
43 days ago
PWD View, Opinion
The private-markets label now costs 40% of the flow
43 days ago
PWD View, Opinion
Columbia Threadneedle pays for private markets in allocations
43 days ago
43 days ago
PWD View, Opinion
Anthropic rents the advisor's last mile, and rents get repriced
43 days ago
PWD View, Opinion
The AI wealth fight is now over distribution
45 days ago
PWD View, Opinion
RIA M&A's scarce input is now the post-close operator
46 days ago
PWD View, Opinion
The DOL's safe harbor hands participants the private-credit mark
47 days ago
PWD View, Opinion
The AI stack is a correlation trade, and fees haven't moved
47 days ago
PWD View, Opinion
RIAs sell tax foresight, then skip it at home
47 days ago
PWD View, Opinion
Private markets need a yardstick, and Nasdaq bought one
48 days ago