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The Advisor's Business is a complimentary weekly roundup of the news shaping the business of financial advice — including advisor transitions, compensation, RIA and industry M&A, custody and platforms, technology, practice management, ownership and industry developments.
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Club Level Consulting branding with the text, “The Advisor’s Business: Weekly insights and updates on the business of being an advisor,” overlaid on a view from the deck of a yacht at sunset.
Club Level Consulting branding with the text, “The Advisor’s Business: Weekly insights and updates on the business of being an advisor,” overlaid on a view from the deck of a yacht at sunset.

Week Ending October 3rd, 2026

By Club Level Consulting | 10/02/2026

This week’s news on financial advisor transitions, launches, deals & comp, firm/platform updates, business succession/M&A and more… 🔄 TOP ADVISOR MOVES 🏢 FIRM / PLATFORM UPDATES 💵 COMPENSATION-RELATED 👔 LEADERSHIP MOVES 📊 INDUSTRY TRENDS 🤖 AI / WEALTHTECH / FINTECH 🤝 RIA / M&A UPDATES ⚖️ COMPLIANCE / LEGAL