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Thursday, November 12, 2026 · Today’s edition, 6:30 a.m. ETThu, Nov 12 · 6:30 a.m. editionSign in My Desk 0 EditionsSign in

Private Wealth Daily

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Clear Street

See the full tech profile in the PWD Tech Directory →

Hiring · 13 open roles →

In network coverage since September 26, 2026 · 3 stories

1Deals on our tracker

Deal recordFull tracker →

Oct 11, 26Deal announcedDestra Multi-Alternative Fund — coverage

Network coverage

Adoption

MSCI decides Nov. 11 whether Strategy stays in its indexes

JPMorgan estimates up to $2.8 billion of Strategy share sales if MSCI removes the stock after the Nov. 30 close.

Liquidity · Oct 14Destra Multi-Alternative Fund authorizes buyback, raises monthly distribution

Adoption · Sep 26Circle buys USDC reach with equity; Tether's lead holds

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Rick Wurster Charles Schwab
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Tells RIAs they can request a custody fee instead of sweep cash
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Andy Harris Kintra Wealth
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Moved $4.3 billion from Commonwealth to Kintra Wealth
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Mark Rylance RS Crum
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Framed partner choice as preserving fee-only boutique advice
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Jon-Marc Blalock
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Joined Wells Fargo Advisors after bringing about $150 million from Merrill Lynch
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Kellon Lawrence
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Joined Wells Fargo Advisors after managing over $470 million at Morgan Stanley
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