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Edition No. 064
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 16, 2026
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RIA
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In network coverage since August 31, 2026 · 4 stories
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Sep 24, 26
Fund launch
Baron Risk Optimized Large Cap ETF
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coverage
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RIAs added 66,233 ETF positions in Q2 and shed 41,489; only 41 funds debuted
The average firm's count of unique ETFs rose to 92.9 from 88.4, and first-time appearances fell from 140 in the first quarter.
active · Sep 25
Baron puts a risk budget around its stock picking
RIA · Aug 31
Model portfolios are driving the RIA tech-ETF rotation
the_tape · Aug 31
RIAs rebuilt ETF lineups on momentum, not structure
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