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Thursday, October 1, 2026The Morning Brief →Sign in
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Julius Buchanan

In PWD coverage since August 18, 2026 · 2 stories
PWD coverage
exit

Dynasty broadens the RIA capital menu; the successor still goes unnamed

The capital menu answers how a founder gets paid; naming the successor is a different transaction, and the money does not touch it.
portfolio · Aug 18Franklin Templeton packages private markets into model portfolios
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