Products & portfolios

21 stories this week 143 in all, from the Advisors desk.

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Products & portfolios stories, page 3

Page 3 of 8

By date

Senate passes the Social Security Claiming Age Clarity Act, sending it to Trump

Oct 1

Ed Slott: the QCD cap survives an RMD and a Roth conversion

Oct 1

SEC weighs three proposals to widen retail access to private markets

Sep 30

SEC proposes an exam-based path to accredited investor status

Sep 30

SEC proposes up to 20% RIA performance fees and looser interval-fund redemptions

Sep 30

SEC proposes performance fees in regulated funds, asks about FINRA accreditation exam

Sep 30

AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds

Sep 30

IRS ruling targets ETF conversions used to realign appreciated portfolios

Sep 29

IRS, Treasury proposal would auto-create an estimated 63.36 million 530A accounts

Sep 29

Cornyn and Van Duyne bill would defer tax on reinvested mutual fund gains

Sep 29

Merrill to charge asset managers up to $1.4 million for data and shelf fees

Sep 29

Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

Sep 28

SEC staff reminds funds on private-asset fair value as private credit in registered fund portfolios hits $270 billion

Sep 28

SEC staff statement puts private-asset valuation on advisors' due-diligence list

Sep 28

Rieder sees bond opportunity as 10-year Treasury yield tops 5%

Sep 28

Bitwise crypto models land inside Vise's rebalancing engine

Sep 26

The $1.3 trillion climate ask lands in manager reviews

Sep 25

Schwab opens its cash shelf to a yield-splitting product

Sep 25

The 26% earnings quarter was a capex peak

Sep 25

The 4% rule sets the floor; the ratchet handles the upside

Sep 25

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Products & portfolios

Products & portfolios stories, page 3

Page 3 of 8

Senate passes the Social Security Claiming Age Clarity Act, sending it to Trump

Ed Slott: the QCD cap survives an RMD and a Roth conversion

SEC weighs three proposals to widen retail access to private markets

SEC proposes an exam-based path to accredited investor status

SEC proposes up to 20% RIA performance fees and looser interval-fund redemptions

SEC proposes performance fees in regulated funds, asks about FINRA accreditation exam

AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds

IRS ruling targets ETF conversions used to realign appreciated portfolios

IRS, Treasury proposal would auto-create an estimated 63.36 million 530A accounts

Cornyn and Van Duyne bill would defer tax on reinvested mutual fund gains

Merrill to charge asset managers up to $1.4 million for data and shelf fees

Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

SEC staff reminds funds on private-asset fair value as private credit in registered fund portfolios hits $270 billion

SEC staff statement puts private-asset valuation on advisors' due-diligence list

Rieder sees bond opportunity as 10-year Treasury yield tops 5%

Bitwise crypto models land inside Vise's rebalancing engine

The $1.3 trillion climate ask lands in manager reviews

Schwab opens its cash shelf to a yield-splitting product

The 26% earnings quarter was a capex peak

The 4% rule sets the floor; the ratchet handles the upside