Intelligence forindependentadvisors.
The Fiduciary Brief is the weekly briefing read by independent RIAs who want to stay ahead — on compliance shifts, practice management, client communication strategies, and the business of advice.
What every independentadvisor needs to know.
Each Friday morning, The Fiduciary Brief lands in your inbox with five focused sections. No filler. No generic market commentary. Everything is written specifically for the business of running an independent RIA.
Compliance Watch
SEC and FINRA regulatory updates translated into plain English, with action items for your practice.
Practice Growth
Client acquisition strategies, fee structure analysis, and business development tactics that work for independents.
Client Communication
Ready-to-use talking points, market commentary templates, and scripts for difficult client conversations.
Tech & Tools
Honest reviews of CRM, planning software, and AI tools — from advisors who actually use them.
Sample issue materials — premium subscribers only
What subscribersread last week.
The New SEC Marketing Rule: What Your ADV Part 2 Must Say Now
Three specific changes advisors must make to their Form ADV following the SEC's updated marketing rule guidance issued March 28th...
Why RIAs With $50M–$200M AUM Are Growing Faster Than Wirehouses
New data from Cerulli Associates shows independent advisors in the mid-market are capturing 3x the organic growth rate of wirehouse counterparts...
The Client Letter That Reduced Panic Calls by 60% During Q1 Volatility
A word-for-word template used by a $180M RIA in Austin that generated zero inbound panic calls during the February correction...
Honest Review: We Tested 6 AI Meeting Summarizers for RIA Compliance
After 90 days of testing, here is which tools actually produce compliant meeting notes and which ones create more liability than they solve...
The Fee Compression Playbook: How Top RIAs Are Defending Their Pricing
Four specific strategies independent advisors are using to justify and maintain fee structures against robo-advisor and discount brokerage competition...
FINRA's 2026 Exam Priorities: The 3 Areas Every Independent Advisor Must Review
FINRA released its annual examination priorities. We break down the three areas most likely to affect independent RIAs and what to do before an exam...
Full issue archive available to premium subscribers.
What advisorsare saying.
"The Fiduciary Brief is the only newsletter I read cover to cover every week. The compliance section alone has saved me from two potential ADV issues this year."
David Thornton, CFP
Principal, Thornton Wealth Management — $220M AUM
"The client communication templates are worth the subscription price by themselves. I used the volatility letter template in February and had zero panic calls from clients."
Rachel Kim, CFA
Founder, Meridian Advisory Group — $95M AUM
"I have been an RIA for 22 years and this is the first publication that actually understands the business of running an independent practice, not just the investment side."
Robert Castillo, CFP, CIMA
Owner, Castillo Financial Planning — $310M AUM
By the numbers.
Based on subscriber survey data, Q1 2026.
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