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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Cerulli Associates

In network coverage since October 20, 2026 · 16+ stories
Network coverage
Practice management

Centralized AI governance scores 2.5x higher on AI maturity

The Cerulli survey of 68 RIAs, run with Vista Equity Partners, found governance outweighs AUM and tech spend as a predictor.
RIA · Oct 26RIA AI maturity tracks governance structure, not tech spend
The Wrap · Oct 22Plan sponsors rank 401(k) education a top concern as workers lose track of old plans
The Close · Oct 22Fee-only RIAs' lost share went to insurance-licensed rivals, Cerulli finds
Practice management · Oct 22Fee-only RIAs' $5B-plus asset share falls to 34%, Cerulli finds
Tax & estate planning · Oct 22Wells Fargo study finds 61% of adult children report inheritance fallout
Family Office · Oct 22Wells Fargo survey finds 61% of affluent adult children report inheritance conflict
Succession & selling a firm · Oct 21RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace
Tax & estate planning · Oct 21WealthManagement.com column argues family capital decides whether wealth survives a transfer
The Close · Oct 21WealthManagement.com column argues family capital, not estate paperwork, decides whether $120 trillion transfer survives
Practice management · Oct 21Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds
The Close · Oct 21Cerulli: fee-only RIAs lose asset share despite client loyalty
Recruiting & transitions · Oct 20Prudential Wealth Advisors to centralize recruiting, targeting 2027 launch
Moves · Oct 20Prudential Wealth Advisors builds centralized recruiting unit for 2027
Products & portfolios · Oct 2055ip expands RIA UMA lineup with J.P. Morgan, BlackRock models
Investments · Oct 20Ascensus launches referral platform routing 401(k) savers to plan advisers
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