https://www.privatewealthdaily.com/story/integrated-partners-adds-three-hires-and-a-promotion-in-private-wealth Private Wealth Dailyen 2026-11-13T17:12:15.517Z Integrated Partners adds three to private wealth division https://www.privatewealthdaily.com/story/avatar-capital-raises-156m-in-first-close-of-japan-living-fund Private Wealth Dailyen 2026-11-13T17:06:07.541Z Avatar Capital raises $156m in first close of Japan living fund https://www.privatewealthdaily.com/story/coller-private-credit-secondaries-files-issuer-tender-offer Private Wealth Dailyen 2026-11-13T17:05:18.182Z Coller Private Credit Secondaries files issuer tender offer https://www.privatewealthdaily.com/story/ubs-advisor-loans-rise-13-to-3-1-billion Private Wealth Dailyen 2026-11-13T17:04:23.141Z UBS advisor loans rise 13% to $3.1 billion https://www.privatewealthdaily.com/story/cfp-board-52-groups-urge-senate-to-pass-fraud-victim-tax-bill Private Wealth Dailyen 2026-11-13T17:04:00.756Z CFP Board joins 52-member coalition urging Senate to pass fraud-victim tax bill https://www.privatewealthdaily.com/story/bkm-pays-62m-for-westminster-industrial-park Private Wealth Dailyen 2026-11-13T17:03:51.743Z BKM pays $62M for Westminster industrial park https://www.privatewealthdaily.com/story/advisor-moves-fall-to-18-from-42-in-week-to-nov-13 Private Wealth Dailyen 2026-11-13T16:21:55.274Z Qualifying advisor moves fall to 18 from 42 in week to Nov. 13 https://www.privatewealthdaily.com/story/trump-nominates-kristin-johnson-and-steven-levine-as-sec-commissioners Private Wealth Dailyen 2026-11-13T16:18:00.816Z Trump nominates Kristin Johnson and Steven Levine as SEC commissioners https://www.privatewealthdaily.com/story/advisors-work-around-microsoft-365-outage Private Wealth Dailyen 2026-11-13T16:17:53.408Z Advisors work around Microsoft 365 outage https://www.privatewealthdaily.com/story/43-of-special-needs-caregivers-rate-their-financial-health-as-fair-or-poor Private Wealth Dailyen 2026-11-13T16:17:39.069Z 43% of special needs caregivers rate their financial health as fair or poor https://www.privatewealthdaily.com/story/northern-trust-strategist-urges-tax-aware-portfolio-construction Private Wealth Dailyen 2026-11-13T16:16:53.207Z Northern Trust strategist urges tax-aware portfolio construction https://www.privatewealthdaily.com/story/branch-properties-refinances-buckhead-publix-center-with-56m-loan Private Wealth Dailyen 2026-11-13T15:47:46.879Z Branch Properties refinances Buckhead Publix center with $56M loan https://www.privatewealthdaily.com/story/brazil-puts-cop31-climate-finance-gap-at-840-billion Private Wealth Dailyen 2026-11-13T15:47:32.171Z Brazil puts COP31 climate finance gap at $840 billion https://www.privatewealthdaily.com/story/westcore-buys-kannapolis-warehouse-from-trammell-crow-for-80-2m Private Wealth Dailyen 2026-11-13T15:46:25.794Z Westcore buys Kannapolis warehouse from Trammell Crow for $80.2M https://www.privatewealthdaily.com/story/marsh-to-buy-wilshire-adding-1-6-trillion-in-advised-assets Private Wealth Dailyen 2026-11-13T15:45:18.210Z Marsh to buy Wilshire, adding $1.6 trillion in advised assets https://www.privatewealthdaily.com/story/rbc-cuts-esg-roles-moves-climate-team-to-policy-unit Private Wealth Dailyen 2026-11-13T15:37:10.020Z RBC cuts ESG roles, moves climate team to policy unit https://www.privatewealthdaily.com/story/plan-advisers-named-in-fee-suits-as-2026-filings-near-120 Private Wealth Dailyen 2026-11-13T15:37:06.710Z Plan advisers named in fee suits as 2026 filings near 120 https://www.privatewealthdaily.com/story/fsb-s-bailey-warns-private-credit-links-could-amplify-shocks Private Wealth Dailyen 2026-11-13T15:36:45.257Z FSB's Bailey warns private credit links could amplify shocks https://www.privatewealthdaily.com/story/blackstone-names-two-real-estate-co-heads-as-earnings-fall-10 Private Wealth Dailyen 2026-11-13T15:02:53.355Z Blackstone names two real estate co-heads as earnings fall 10% https://www.privatewealthdaily.com/story/invesco-builds-three-options-etfs-around-annual-income-targets Private Wealth Dailyen 2026-11-13T15:02:52.420Z Invesco builds three options ETFs around annual income targets https://www.privatewealthdaily.com/story/gic-and-frey-form-400-million-european-retail-park-partnership Private Wealth Dailyen 2026-11-13T15:02:51.877Z GIC and FREY form €400 million European retail park partnership https://www.privatewealthdaily.com/story/real-estate-investors-top-ai-priorities-lag-measurable-results Private Wealth Dailyen 2026-11-13T15:02:08.517Z Real estate investors' top AI priorities lag measurable results https://www.privatewealthdaily.com/story/cross-border-investors-turn-net-buyers-of-apac-property Private Wealth Dailyen 2026-11-13T15:01:30.156Z Cross-border investors turn net buyers of APAC property https://www.privatewealthdaily.com/story/airtrunk-and-stockland-cancel-sydney-data-center-plans Private Wealth Dailyen 2026-11-13T15:01:11.874Z AirTrunk and Stockland cancel Sydney data center plans https://www.privatewealthdaily.com/story/poste-italiane-launches-600m-data-center-co-investment-fund Private Wealth Dailyen 2026-11-13T15:00:57.202Z Poste Italiane launches €600m data center co-investment fund https://www.privatewealthdaily.com/story/osaic-to-pilot-anthropic-s-claude-for-financial-advisors Private Wealth Dailyen 2026-11-13T14:59:48.282Z Osaic to pilot Anthropic's Claude for Financial Advisors https://www.privatewealthdaily.com/story/binah-capital-q3-revenue-rises-9-5-to-50-6-million Private Wealth Dailyen 2026-11-13T14:52:56.344Z Binah Capital Q3 revenue rises 9.5% to $50.6 million https://www.privatewealthdaily.com/story/heirs-inherit-private-fund-lockups-and-uncalled-capital Private Wealth Dailyen 2026-11-13T14:05:16.883Z Heirs inherit private-fund lockups and uncalled capital https://www.privatewealthdaily.com/story/nscale-ipo-filing-shows-105-8b-contracted-ai-compute-value Private Wealth Dailyen 2026-11-13T13:46:15.803Z Nscale IPO filing shows $105.8B contracted AI compute value https://www.privatewealthdaily.com/story/bermuda-life-reinsurers-face-1-5-trillion-capital-rotation Private Wealth Dailyen 2026-11-13T13:25:10.787Z Bermuda life reinsurers face rotation as early capital matures https://www.privatewealthdaily.com/story/benz-a-60-40-portfolio-now-sits-about-three-fourths-in-stocks Private Wealth Dailyen 2026-11-13T13:24:35.036Z Benz: five-year-old 60/40 portfolios are about three-fourths US stocks https://www.privatewealthdaily.com/story/cinven-in-talks-to-buy-true-potential-a-40-billion-asset-manager Private Wealth Dailyen 2026-11-13T13:23:47.014Z Cinven in talks to buy True Potential, a $40 billion asset manager https://www.privatewealthdaily.com/story/getty-minority-holders-challenge-koch-dip-financing Private Wealth Dailyen 2026-11-13T13:22:26.295Z Getty minority holders challenge Koch DIP financing https://www.privatewealthdaily.com/story/project-shortage-holds-back-climate-capital-21-asset-owners-tell-pri Private Wealth Dailyen 2026-11-13T13:21:47.614Z Project shortage holds back climate capital, 21 asset owners tell PRI https://www.privatewealthdaily.com/story/manulife-comvest-names-top-2027-private-credit-ideas Private Wealth Dailyen 2026-11-13T13:21:46.192Z Manulife | Comvest names top 2027 private credit ideas https://www.privatewealthdaily.com/story/coller-eqt-leads-ares-s-3-3-billion-credit-continuation-fund Private Wealth Dailyen 2026-11-13T13:21:29.873Z Coller EQT leads Ares's €3.3 billion credit continuation fund https://www.privatewealthdaily.com/story/arnott-top-five-u-s-stocks-hold-30-of-the-market Private Wealth Dailyen 2026-11-13T12:48:17.316Z Arnott puts top-five U.S. concentration at 30% https://www.privatewealthdaily.com/story/airtrunk-signs-hunter-renewables-exclusivity-with-european-energy Private Wealth Dailyen 2026-11-13T12:45:28.708Z AirTrunk signs Hunter renewables exclusivity with European Energy https://www.privatewealthdaily.com/story/manulife-s-lee-cre-credit-now-a-capital-allocation-problem Private Wealth Dailyen 2026-11-13T12:45:17.839Z Manulife's Lee: CRE credit has shifted to a capital allocation problem https://www.privatewealthdaily.com/story/nscale-doubles-active-gpus-to-50-000-ahead-of-ipo Private Wealth Dailyen 2026-11-13T12:44:19.094Z Nscale doubles active GPUs to 50,000 ahead of IPO https://www.privatewealthdaily.com/story/rowan-raises-1-5bn-corporate-credit-for-data-center-pipeline Private Wealth Dailyen 2026-11-13T12:44:15.381Z Rowan raises $1.5bn corporate credit for data center pipeline https://www.privatewealthdaily.com/story/eu-lawmakers-add-10-billion-in-free-ets-allowances Private Wealth Dailyen 2026-11-13T12:44:11.972Z EU lawmakers agree to add €10 billion in free ETS allowances https://www.privatewealthdaily.com/story/palistar-commits-75m-as-polar-dc-passes-1bn-for-2026 Private Wealth Dailyen 2026-11-13T12:44:05.468Z Palistar commits €75m as Polar DC passes €1bn for 2026 https://www.privatewealthdaily.com/story/prudential-wealth-advisors-posts-record-1-4-billion-quarter Private Wealth Dailyen 2026-11-13T11:43:16.691Z Prudential Wealth Advisors posts record $1.4 billion quarter https://www.privatewealthdaily.com/story/cox-capital-launches-interval-fund-repurchase-data-project Private Wealth Dailyen 2026-11-13T11:00:20.791Z Cox Capital builds interval fund repurchase database https://www.privatewealthdaily.com/story/four-tidal-trusts-supplied-95-of-243-etf-launches-in-eight-weeks Private Wealth Dailyen 2026-11-13T09:49:25.438Z Four Tidal trusts supplied 95 of 243 ETF launches in eight weeks https://www.privatewealthdaily.com/story/pnc-s-k-c-koch-and-1-5b-team-join-raymond-james Private Wealth Dailyen 2026-11-13T09:46:16.206Z PNC's K.C. Koch and $1.5B team join Raymond James https://www.privatewealthdaily.com/story/schwab-starts-mcp-server-pilot-with-claude-only Private Wealth Dailyen 2026-11-13T05:41:58.378Z Schwab launches its own MCP server, Anthropic only for now https://www.privatewealthdaily.com/story/ares-strategic-income-accepts-38-2-of-q3-tendered-shares Private Wealth Dailyen 2026-11-13T02:21:03.470Z Ares Strategic Income accepts 38.2% of Q3 tendered shares https://www.privatewealthdaily.com/story/etf-issuers-flag-closures-as-launches-near-record Private Wealth Dailyen 2026-11-13T00:51:32.426Z ETF issuers flag closures as launches near record https://www.privatewealthdaily.com/story/goldman-private-credit-bdc-fills-q3-tender-as-requests-fall-to-2 Private Wealth Dailyen 2026-11-13T00:08:52.247Z Goldman private credit BDC fills Q3 tender as requests fall to 2% https://www.privatewealthdaily.com/story/72-would-accept-shorter-life-for-healthier-years Private Wealth Dailyen 2026-11-13T00:06:03.573Z 72% would accept shorter life for healthier years https://www.privatewealthdaily.com/story/pmg-and-greybook-refinance-fort-lauderdale-tower-with-250m Private Wealth Dailyen 2026-11-13T00:05:52.283Z PMG and Greybook refinance Fort Lauderdale tower with $250M https://www.privatewealthdaily.com/story/ohio-gop-draft-bill-would-block-settlement-driven-coal-closures Private Wealth Dailyen 2026-11-13T00:04:07.165Z Ohio GOP draft bill would block settlement-driven coal closures https://www.privatewealthdaily.com/story/dlc-and-cohen-steers-buy-keene-shopping-center-off-market Private Wealth Dailyen 2026-11-12T23:17:13.087Z DLC and Cohen & Steers buy Keene shopping center off market https://www.privatewealthdaily.com/story/cbre-cushman-and-newmark-split-on-lab-vacancy-in-q3 Private Wealth Dailyen 2026-11-12T23:15:08.774Z CBRE, Cushman and Newmark split on lab vacancy in Q3 https://www.privatewealthdaily.com/story/brookfield-wealth-solutions-earnings-rise-22-before-consolidation Private Wealth Dailyen 2026-11-12T22:34:55.353Z Brookfield Wealth Solutions earnings rise 22% before consolidation https://www.privatewealthdaily.com/story/erisa-bill-unlikely-in-lame-duck-groom-law-s-winters-says Private Wealth Dailyen 2026-11-12T22:33:59.520Z ERISA bill unlikely in lame duck, Groom Law's Winters says https://www.privatewealthdaily.com/story/blackrock-ishares-pulls-in-almost-450-billion-by-q3 Private Wealth Dailyen 2026-11-12T22:20:13.359Z BlackRock iShares pulls in almost $450 billion by Q3 https://www.privatewealthdaily.com/story/nuveen-green-capital-closes-227-5-million-texas-c-pace-loan Private Wealth Dailyen 2026-11-12T22:02:28.647Z Nuveen Green Capital closes $227.5 million Texas C-PACE loan https://www.privatewealthdaily.com/story/natixis-leads-233-3m-floating-rate-ritz-plaza-refinancing Private Wealth Dailyen 2026-11-12T22:01:06.882Z Natixis leads $233.3M floating-rate Ritz Plaza refinancing https://www.privatewealthdaily.com/story/forward-industries-plans-up-to-30m-gromacoin-stake Private Wealth Dailyen 2026-11-12T22:00:19.267Z Forward Industries plans up to $30M GromaCoin stake https://www.privatewealthdaily.com/story/income-lab-adds-college-and-pension-tools-to-planning-software Private Wealth Dailyen 2026-11-12T21:16:25.653Z Income Lab adds college and pension tools to planning software https://www.privatewealthdaily.com/story/hightower-moves-380m-clarity-point-into-signature-wealth Private Wealth Dailyen 2026-11-12T21:15:40.886Z Hightower moves $380M Clarity Point into Signature Wealth https://www.privatewealthdaily.com/story/trepp-flags-805-million-cash-gap-on-november-cmbs-maturities Private Wealth Dailyen 2026-11-12T21:14:42.669Z Trepp flags $805 million cash gap on November CMBS maturities https://www.privatewealthdaily.com/story/wealthspire-exec-rias-should-partner-not-build-family-offices Private Wealth Dailyen 2026-11-12T21:14:10.731Z Wealthspire's Chad Tischer: partner, not build, family-office services https://www.privatewealthdaily.com/story/nyse-picks-avalanche-as-sole-settlement-chain-for-24-7-stock-platform Private Wealth Dailyen 2026-11-12T21:13:56.641Z NYSE picks Avalanche as sole settlement chain for 24/7 stock platform https://www.privatewealthdaily.com/story/infranity-closes-fourth-infra-debt-vintage-at-1-5-billion Private Wealth Dailyen 2026-11-12T21:13:39.203Z Infranity closes fourth infra debt vintage at €1.5 billion https://www.privatewealthdaily.com/story/direxion-s-nvidia-bull-and-bear-etfs-face-a-nov-17-test Private Wealth Dailyen 2026-11-12T20:33:05.617Z Direxion's Nvidia bull and bear ETFs face Nov. 17 Nvidia earnings https://www.privatewealthdaily.com/story/amlp-and-enfr-raise-q4-distributions-mlpa-cuts-its-payout Private Wealth Dailyen 2026-11-12T20:32:25.279Z AMLP and ENFR raise Q4 distributions, MLPA cuts its payout https://www.privatewealthdaily.com/story/apartment-rents-rise-0-1-first-october-gain-since-2022 Private Wealth Dailyen 2026-11-12T20:32:08.353Z Apartment rents rise 0.1%, first October gain since 2022 https://www.privatewealthdaily.com/story/baron-smid-cap-etf-falls-2-87-while-benchmark-drops-10-35 Private Wealth Dailyen 2026-11-12T20:32:04.042Z Baron SMID Cap ETF falls 2.87% while benchmark drops 10.35% https://www.privatewealthdaily.com/story/gfanz-launches-climate-finance-repository-with-30-plus-members Private Wealth Dailyen 2026-11-12T20:31:39.947Z GFANZ launches climate finance repository with 30-plus members https://www.privatewealthdaily.com/story/finra-bars-former-thrivent-broker-over-forged-insurance-signatures Private Wealth Dailyen 2026-11-12T20:30:46.784Z FINRA bars former Thrivent broker over forged insurance signatures https://www.privatewealthdaily.com/story/raymond-james-adds-70-bank-advisors-and-18-7b-through-pinnacle Private Wealth Dailyen 2026-11-12T20:30:12.090Z Raymond James adds 70 bank advisors and $18.7B through Pinnacle https://www.privatewealthdaily.com/story/cre-transaction-activity-rises-13-as-debt-costs-climb Private Wealth Dailyen 2026-11-12T20:30:11.779Z CRE transaction activity rises 13% as debt costs climb https://www.privatewealthdaily.com/story/sabey-data-centers-signs-10-year-vppa-with-cip-s-greasewood-solar Private Wealth Dailyen 2026-11-12T20:30:01.250Z Sabey Data Centers signs 10-year vPPA with CIP's Greasewood solar https://www.privatewealthdaily.com/story/nebius-signs-12b-in-q3-contracts-covering-all-build-costs Private Wealth Dailyen 2026-11-12T20:29:57.446Z Nebius signs $12B in Q3 contracts covering all build costs https://www.privatewealthdaily.com/story/nuveen-launches-nature-based-strategy-with-100-million-tiaa-anchor Private Wealth Dailyen 2026-11-12T20:29:00.039Z Nuveen launches nature-based strategy with $100 million TIAA anchor https://www.privatewealthdaily.com/story/athene-swings-to-1-16-billion-third-quarter-loss Private Wealth Dailyen 2026-11-12T20:28:22.760Z Athene swings to $1.16 billion third-quarter loss https://www.privatewealthdaily.com/story/ex-texas-advisor-willy-seeks-to-withdraw-guilty-plea-in-18-5m-case Private Wealth Dailyen 2026-11-12T20:21:53.557Z Ex-Texas advisor Willy seeks to withdraw guilty plea in $18.5M case https://www.privatewealthdaily.com/story/eia-projects-91-7-gw-of-us-battery-storage-by-2027 Private Wealth Dailyen 2026-11-12T19:20:26.709Z EIA sees 91.7 GW of US battery storage by 2027 https://www.privatewealthdaily.com/story/raymond-james-ceo-cites-advisor-pay-as-lever-if-sweep-revenue-falls Private Wealth Dailyen 2026-11-12T19:19:57.432Z Raymond James CEO says advisor payouts could offset sweep losses https://www.privatewealthdaily.com/story/luminary-raises-22-million-for-estate-planning-software Private Wealth Dailyen 2026-11-12T19:09:08.569Z Estate planning vendor Luminary raises a funding round https://www.privatewealthdaily.com/story/grandparent-owned-529s-can-claim-state-tax-breaks-in-27-states Private Wealth Dailyen 2026-11-12T19:08:34.479Z Grandparent-owned 529s can claim state tax breaks in 27 states https://www.privatewealthdaily.com/story/irs-raises-401-k-limit-to-25-500-for-2027-ira-stays-at-7-500 Private Wealth Dailyen 2026-11-12T19:08:23.851Z IRS raises 401(k) limit to $25,500 for 2027, IRA stays at $7,500 https://www.privatewealthdaily.com/story/daily-upside-founder-launches-briardale-wealth-ria Private Wealth Dailyen 2026-11-12T19:07:31.508Z Daily Upside founder launches Briardale Wealth with Mercer advisor https://www.privatewealthdaily.com/story/duke-rate-case-freezes-2024-sales-forecast-as-data-center-costs-rise Private Wealth Dailyen 2026-11-12T19:06:50.980Z Duke rate case freezes 2024 sales forecast as data center costs rise https://www.privatewealthdaily.com/story/con-edison-joins-push-to-let-new-york-utilities-own-1-gw-of-renewables Private Wealth Dailyen 2026-11-12T19:06:49.833Z New York utilities propose owning 1 GW of land-based renewables a year https://www.privatewealthdaily.com/story/pentagon-says-eight-staff-review-400-project-wind-queue Private Wealth Dailyen 2026-11-12T19:06:24.964Z Pentagon says eight staff review 400-project wind queue https://www.privatewealthdaily.com/story/steward-advisors-say-tax-and-estate-skills-close-clients Private Wealth Dailyen 2026-11-12T19:05:53.136Z Steward advisors say tax and estate skills win clients https://www.privatewealthdaily.com/story/target-date-funds-ignore-2-4-year-longevity-gap-eigner-argues Private Wealth Dailyen 2026-11-12T19:05:35.461Z Target-date funds ignore 2.4-year longevity gap, Eigner argues https://www.privatewealthdaily.com/story/nomura-and-aventus-launch-misura-private-credit-platform Private Wealth Dailyen 2026-11-12T19:05:06.134Z Nomura and Aventus launch Misura private credit platform https://www.privatewealthdaily.com/story/bdc-buyback-rates-apollo-about-a-third-blue-owl-29-8-vinebrook-0 Private Wealth Dailyen 2026-11-12T18:51:26.144Z Apollo, Blue Owl, VineBrook buyback rates: a third, 29.8%, zero https://www.privatewealthdaily.com/story/nomura-converts-two-funds-then-lists-active-japan-etf Private Wealth Dailyen 2026-11-12T18:34:35.782Z Nomura converts two funds, then lists active Japan ETF https://www.privatewealthdaily.com/story/bridgeinvest-says-a-fed-cut-need-not-lift-property-values Private Wealth Dailyen 2026-11-12T18:18:13.094Z BridgeInvest says a Fed cut need not lift property values https://www.privatewealthdaily.com/story/brookfield-agrees-a-203-5m-sydney-logistics-purchase-from-goodman Private Wealth Dailyen 2026-11-12T18:06:56.322Z Brookfield agrees A$203.5m Sydney logistics purchase from Goodman https://www.privatewealthdaily.com/story/indiantown-advances-data-center-moratorium-that-spares-three-projects Private Wealth Dailyen 2026-11-12T18:06:52.270Z Indiantown advances data center moratorium that spares three projects https://www.privatewealthdaily.com/story/am-best-affirms-lancashire-s-a-rating-stable-outlook Private Wealth Dailyen 2026-11-12T18:06:08.120Z AM Best affirms Lancashire's A rating, stable outlook https://www.privatewealthdaily.com/story/lazard-and-nomura-each-list-three-etfs-in-19-fund-week Private Wealth Dailyen 2026-11-12T18:05:32.544Z Lazard and Nomura each list three ETFs in 19-fund week https://www.privatewealthdaily.com/story/edge-inference-proposes-20mw-inference-point-in-massachusetts Private Wealth Dailyen 2026-11-12T18:05:23.709Z Edge Inference proposes Swansea, Mass., inference point facility https://www.privatewealthdaily.com/story/openai-faces-racketeering-claim-over-30-billion-georgia-data-center Private Wealth Dailyen 2026-11-12T18:05:11.390Z OpenAI faces racketeering claim over $30 billion Georgia data center https://www.privatewealthdaily.com/story/telef-nica-germany-adds-3-million-fiber-homes-via-deutsche-glasfaser Private Wealth Dailyen 2026-11-12T18:04:39.236Z Telefónica Germany adds 3 million fiber homes via Deutsche Glasfaser https://www.privatewealthdaily.com/story/european-commission-opens-consultation-on-csrd-assurance-standard Private Wealth Dailyen 2026-11-12T18:04:38.951Z European Commission opens consultation on CSRD assurance standard https://www.privatewealthdaily.com/story/meta-muse-could-reach-small-investors-before-advisors-do Private Wealth Dailyen 2026-11-12T17:52:51.735Z Meta Muse could reach small investors before advisors do https://www.privatewealthdaily.com/story/vise-adds-interactive-brokers-as-custodian-for-long-short-strategy Private Wealth Dailyen 2026-11-12T17:51:43.814Z Vise adds Interactive Brokers as custodian for long-short strategy https://www.privatewealthdaily.com/story/scott-neu-s-sage-mountain-advises-on-8-5-billion-without-acquisitions Private Wealth Dailyen 2026-11-12T16:05:36.155Z Sage Mountain advises on $8.5B without acquisitions or lift-outs https://www.privatewealthdaily.com/story/advisors-should-train-office-staff-to-spot-client-cognitive-decline-physician-sa Private Wealth Dailyen 2026-11-12T16:02:58.798Z Advisors should train office staff to spot client cognitive decline, physician says https://www.privatewealthdaily.com/story/active-etfs-at-six-issuers-take-in-1-02-billion-in-a-week Private Wealth Dailyen 2026-11-12T15:36:38.775Z Active ETFs at six issuers take in $1.02 billion in a week https://www.privatewealthdaily.com/story/swap-counterparty-access-blocks-or-alters-etfs-for-84-of-european-issuers Private Wealth Dailyen 2026-11-12T15:19:51.298Z Swap counterparty access blocks or alters ETFs for 84% of European issuers https://www.privatewealthdaily.com/story/pelagos-war-risk-estimate-reaches-4-billion Private Wealth Dailyen 2026-11-12T15:07:04.653Z Pelagos war-risk estimate reaches $4 billion https://www.privatewealthdaily.com/story/muni-etfs-take-in-record-20-8-billion-as-open-end-funds-bleed Private Wealth Dailyen 2026-11-12T14:49:38.769Z Muni ETFs take in record $20.8 billion as open-end funds bleed https://www.privatewealthdaily.com/story/xtrackers-switches-an-emerging-markets-etf-to-active-management Private Wealth Dailyen 2026-11-12T14:48:09.096Z Xtrackers switches an emerging markets ETF to active management https://www.privatewealthdaily.com/story/uk-model-portfolios-marketed-as-active-fall-to-38 Private Wealth Dailyen 2026-11-12T14:46:39.465Z UK model portfolios marketed as active fall to 38% https://www.privatewealthdaily.com/story/j-p-morgan-launches-global-value-ucits-etf-at-55-bps Private Wealth Dailyen 2026-11-12T14:43:54.237Z J.P. Morgan Asset Management launches global value active ETF at 55 bps https://www.privatewealthdaily.com/story/uk-proposes-deforestation-due-diligence-for-firms-over-1-million-revenue Private Wealth Dailyen 2026-11-12T14:42:25.575Z UK proposes deforestation due diligence for firms over £1 million revenue https://www.privatewealthdaily.com/story/vflo-health-care-weight-is-3-5-points-above-russell-value-index Private Wealth Dailyen 2026-11-12T14:36:56.993Z VFLO health-care weight is 3.5 points above Russell value index https://www.privatewealthdaily.com/story/xps-finds-56-of-private-market-managers-run-no-climate-stress-tests Private Wealth Dailyen 2026-11-12T14:36:46.521Z XPS finds 56% of private market managers run no climate stress tests https://www.privatewealthdaily.com/story/european-etf-inflows-hit-44-billion-in-october Private Wealth Dailyen 2026-11-12T14:36:39.829Z European ETF inflows hit $44 billion in October https://www.privatewealthdaily.com/story/nordea-and-eq-investors-launch-multi-asset-funds-with-10-exclusions Private Wealth Dailyen 2026-11-12T14:35:36.112Z Nordea and EQ Investors launch multi-asset funds with 10 exclusions https://www.privatewealthdaily.com/story/uti-lists-india-nifty-50-etf-on-sgx-in-two-currencies Private Wealth Dailyen 2026-11-12T14:35:28.426Z UTI lists India Nifty 50 ETF on SGX in two currencies https://www.privatewealthdaily.com/story/rwe-kkr-norfolk-vanguard-windfarms-draw-12-8bn-from-35-lenders Private Wealth Dailyen 2026-11-12T14:35:24.361Z RWE-KKR Norfolk Vanguard windfarms draw £12.8bn from 35 lenders https://www.privatewealthdaily.com/story/a-single-year-end-receipt-can-document-monthly-qcds Private Wealth Dailyen 2026-11-12T14:33:31.203Z A single year-end receipt can document monthly QCDs https://www.privatewealthdaily.com/story/vinebrook-ends-share-repurchases-as-apollo-blue-owl-limit-exits Private Wealth Dailyen 2026-11-12T14:32:44.717Z VineBrook ends share repurchases as Apollo, Blue Owl limit exits https://www.privatewealthdaily.com/story/private-credit-gps-expect-liquidity-relief-in-2027-28 Private Wealth Dailyen 2026-11-12T14:32:41.093Z Private credit GPs expect liquidity relief in 2027-28 https://www.privatewealthdaily.com/story/deutsche-bank-starts-crypto-custody-in-europe-after-bafin-approval Private Wealth Dailyen 2026-11-12T14:32:37.110Z Deutsche Bank starts crypto custody in Europe after BaFin approval https://www.privatewealthdaily.com/story/nomura-launches-active-japan-etf-at-0-49-fee Private Wealth Dailyen 2026-11-12T14:32:33.253Z Nomura launches active Japan ETF at 0.49% fee https://www.privatewealthdaily.com/story/acera-commits-25m-to-fairfield-affordable-housing-fund Private Wealth Dailyen 2026-11-12T14:31:19.104Z ACERA commits $25M to Fairfield affordable housing fund https://www.privatewealthdaily.com/story/am-best-sets-out-cell-captive-rating-requirements Private Wealth Dailyen 2026-11-12T14:31:12.615Z AM Best sets out cell captive rating requirements https://www.privatewealthdaily.com/story/just-climate-and-course-corrected-close-climate-funds Private Wealth Dailyen 2026-11-12T13:48:34.161Z Just Climate and Course Corrected close climate funds https://www.privatewealthdaily.com/story/kitces-and-carl-suggest-rebuilding-an-unaffordable-retirement-plan Private Wealth Dailyen 2026-11-12T13:45:52.174Z Kitces and Carl suggest rebuilding an unaffordable retirement plan https://www.privatewealthdaily.com/story/consumer-debt-hits-18-56-trillion-as-home-prices-slip Private Wealth Dailyen 2026-11-12T13:44:55.870Z Consumer debt hits $18.56 trillion as home prices slip https://www.privatewealthdaily.com/story/danish-pension-p-weighs-nav-and-gp-financing-alongside-direct-lending Private Wealth Dailyen 2026-11-12T12:47:34.666Z Danish pension P+ weighs NAV and GP financing alongside direct lending https://www.privatewealthdaily.com/story/merrill-veteran-jonathan-stogsdill-joins-trinity-wealth-advisors Private Wealth Dailyen 2026-11-12T12:47:12.121Z Merrill advisor Jonathan Stogsdill joins Trinity Wealth Advisors https://www.privatewealthdaily.com/story/british-business-bank-commits-40m-to-harwood-s-second-sme-fund Private Wealth Dailyen 2026-11-12T12:46:16.093Z British Business Bank commits £40m to Harwood's second SME fund https://www.privatewealthdaily.com/story/apollo-acquires-atlantic-aviation-stake-from-kkr-in-10b-deal Private Wealth Dailyen 2026-11-12T12:13:33.784Z Apollo acquired Atlantic Aviation stake from KKR for nearly $10B https://www.privatewealthdaily.com/story/course-corrected-closes-second-fund-at-80-million Private Wealth Dailyen 2026-11-12T12:06:14.690Z Course Corrected closes second fund at €80 million https://www.privatewealthdaily.com/story/just-climate-closes-540-million-natural-climate-solutions-fund Private Wealth Dailyen 2026-11-12T12:03:39.352Z Just Climate closes $540 million natural climate solutions fund https://www.privatewealthdaily.com/story/sec-public-company-enforcement-falls-to-16-actions-a-record-low Private Wealth Dailyen 2026-11-12T12:02:24.963Z SEC public-company enforcement falls to 16 actions, a record low https://www.privatewealthdaily.com/story/gore-street-secures-spanish-backing-for-battery-storage-fund Private Wealth Dailyen 2026-11-12T11:21:30.419Z Gore Street secures Spanish backing for battery storage fund https://www.privatewealthdaily.com/story/momenta-finance-secures-up-to-200m-lloyds-facility Private Wealth Dailyen 2026-11-12T11:21:19.947Z Momenta Finance secures up to £200m Lloyds facility https://www.privatewealthdaily.com/story/g20-climate-policy-expands-but-stringency-growth-slows Private Wealth Dailyen 2026-11-12T11:20:33.792Z G20 climate policy expands but stringency growth slows https://www.privatewealthdaily.com/story/talanx-net-income-hits-record-2-195bn-as-losses-undershoot-budget Private Wealth Dailyen 2026-11-12T10:28:58.694Z Talanx net income hits record €2.195bn as losses undershoot budget https://www.privatewealthdaily.com/story/pelagos-posts-91-5-combined-ratio-as-large-losses-double Private Wealth Dailyen 2026-11-12T10:28:58.528Z Pelagos posts 91.5% combined ratio as large losses double https://www.privatewealthdaily.com/story/cinven-explores-sale-of-uk-wealth-platform-true-potential Private Wealth Dailyen 2026-11-12T10:28:46.505Z Cinven explores sale of UK wealth platform True Potential https://www.privatewealthdaily.com/story/zurich-posts-record-42-1-billion-p-c-premiums-before-beazley-joins Private Wealth Dailyen 2026-11-12T10:23:58.836Z Zurich posts record $42.1 billion P&C premiums before Beazley joins https://www.privatewealthdaily.com/story/coreweave-posts-3-66-billion-revenue-as-some-bond-yields-top-15 Private Wealth Dailyen 2026-11-12T09:49:12.508Z CoreWeave posts $3.66 billion revenue as some bond yields top 15% https://www.privatewealthdaily.com/story/torus-raises-500-million-and-launches-modular-ai-data-centers Private Wealth Dailyen 2026-11-12T09:44:23.221Z Torus raises $500 million and launches modular AI data centers https://www.privatewealthdaily.com/story/irei-2027-outlook-sees-lender-deed-in-lieu-opportunity Private Wealth Dailyen 2026-11-12T07:34:33.957Z IREI 2027 outlook sees lender deed-in-lieu opportunity https://www.privatewealthdaily.com/story/arden-logistics-promotes-rea-to-president-timmons-to-cio Private Wealth Dailyen 2026-11-12T07:31:59.498Z Arden Logistics promotes Rea to president, Timmons to CIO https://www.privatewealthdaily.com/story/justin-mcdaniel-joins-ram-realty-advisors-as-cfo Private Wealth Dailyen 2026-11-12T07:30:52.616Z Justin McDaniel joins Ram Realty Advisors as CFO https://www.privatewealthdaily.com/story/schwab-ceo-tells-rias-they-can-choose-custody-fee-over-sweep-cash Private Wealth Dailyen 2026-11-12T02:34:58.140Z Schwab CEO offers RIAs a custody fee instead of sweep cash https://www.privatewealthdaily.com/story/apollo-bdc-net-assets-fall-to-13-51b-as-buybacks-outpace-sales Private Wealth Dailyen 2026-11-12T01:43:25.218Z Apollo BDC net assets fall to $13.51B as buybacks outpace sales https://www.privatewealthdaily.com/story/vinebrook-ends-all-share-repurchases-as-651m-debt-comes-due Private Wealth Dailyen 2026-11-12T01:43:15.390Z VineBrook ends all share repurchases as $651M debt comes due https://www.privatewealthdaily.com/story/blue-owl-credit-income-nav-rises-1-in-third-quarter Private Wealth Dailyen 2026-11-12T01:43:00.601Z Blue Owl Credit Income NAV rises 1% in third quarter https://www.privatewealthdaily.com/story/sec-backs-cftc-in-stock-perpetuals-suit-without-futures-swaps-ruling Private Wealth Dailyen 2026-11-12T00:18:17.021Z SEC backs CFTC in stock perpetuals suit without futures-swaps ruling https://www.privatewealthdaily.com/story/kairoi-ceo-says-apartment-owners-are-stalling-on-sales Private Wealth Dailyen 2026-11-11T22:21:28.406Z Kairoi CEO says apartment owners are stalling on sales https://www.privatewealthdaily.com/story/taxstatus-launches-irs-sourced-discovery-and-client-connector-tools Private Wealth Dailyen 2026-11-11T22:20:07.243Z TaxStatus launches IRS-sourced Discovery and Client Connector tools https://www.privatewealthdaily.com/story/global-etp-inflows-hit-a-record-393-1-billion-in-october Private Wealth Dailyen 2026-11-11T21:46:11.253Z Global ETP inflows hit a record $393.1 billion in October https://www.privatewealthdaily.com/story/vanguard-sees-muni-etf-cash-staying-after-23-billion-quarter Private Wealth Dailyen 2026-11-11T21:45:12.813Z Vanguard sees muni ETF cash staying after $23 billion quarter https://www.privatewealthdaily.com/story/osaic-team-with-800m-leaves-to-launch-select-wealth-partners Private Wealth Dailyen 2026-11-11T21:44:01.830Z Osaic team with $800M leaves to launch Select Wealth Partners https://www.privatewealthdaily.com/story/tech-sector-funds-draw-7-4-billion-in-october-energy-2-8-billion Private Wealth Dailyen 2026-11-11T21:43:54.290Z Tech sector funds draw $7.4 billion in October, energy $2.8 billion https://www.privatewealthdaily.com/story/tradeweb-s-us-etf-notional-hits-record-134-6-billion-in-october Private Wealth Dailyen 2026-11-11T21:43:16.128Z Tradeweb's US ETF notional hits record $134.6 billion in October https://www.privatewealthdaily.com/story/constellation-signs-first-peak-deal-for-270-mw Private Wealth Dailyen 2026-11-11T20:45:47.940Z Constellation signs first Peak+ deal for 270 MW https://www.privatewealthdaily.com/story/chartwell-capital-buys-180-unit-vancouver-wash-apartments Private Wealth Dailyen 2026-11-11T20:42:03.055Z Chartwell Capital buys 180-unit Vancouver, Wash., apartments https://www.privatewealthdaily.com/story/morgan-stanley-hires-1-5-billion-merrill-team-in-california Private Wealth Dailyen 2026-11-11T20:01:13.449Z Morgan Stanley hires $1.5 billion Merrill team in California https://www.privatewealthdaily.com/story/am-best-puts-canopius-us-and-bermuda-ratings-under-positive-review Private Wealth Dailyen 2026-11-11T20:00:38.374Z AM Best puts Canopius US and Bermuda ratings under positive review https://www.privatewealthdaily.com/story/cp-group-venture-borrows-271-5m-from-blackstone-for-mizner-park Private Wealth Dailyen 2026-11-11T19:26:28.360Z CP Group venture borrows $271.5M from Blackstone for Mizner Park https://www.privatewealthdaily.com/story/savvy-raises-100m-for-white-label-custody-platform Private Wealth Dailyen 2026-11-11T19:21:34.553Z Savvy raises $100M for white-label custody platform https://www.privatewealthdaily.com/story/ai-stocks-rank-among-top-holdings-in-dividend-etfs Private Wealth Dailyen 2026-11-11T19:20:50.826Z AI stocks rank among top holdings in dividend ETFs https://www.privatewealthdaily.com/story/institutions-hold-real-estate-targets-at-10-7-as-conviction-slips Private Wealth Dailyen 2026-11-11T19:20:04.432Z Institutions hold real estate targets at 10.7% as conviction slips https://www.privatewealthdaily.com/story/bwe-arranges-240m-recap-of-midwest-seniors-housing-portfolio Private Wealth Dailyen 2026-11-11T19:19:32.646Z BWE arranges $240M recap of Midwest seniors housing portfolio https://www.privatewealthdaily.com/story/clarion-partners-buys-north-las-vegas-industrial-campus-for-205-6m Private Wealth Dailyen 2026-11-11T19:19:09.098Z Clarion Partners buys North Las Vegas industrial campus for $205.6M https://www.privatewealthdaily.com/story/victoryshares-gflw-swaps-12-holdings-in-cash-flow-rebalance Private Wealth Dailyen 2026-11-11T19:19:08.611Z VictoryShares GFLW swaps 12 holdings in cash-flow rebalance https://www.privatewealthdaily.com/story/large-employers-three-times-as-likely-to-add-retirement-benefits Private Wealth Dailyen 2026-11-11T19:01:55.013Z Large employers three times as likely to add retirement benefits https://www.privatewealthdaily.com/story/sowell-ceo-seaton-calls-founder-succession-his-hardest-job Private Wealth Dailyen 2026-11-11T19:01:16.477Z Sowell CEO Seaton calls founder succession his hardest job https://www.privatewealthdaily.com/story/ferc-s-lacerte-says-building-more-can-fix-power-affordability Private Wealth Dailyen 2026-11-11T18:06:39.897Z FERC's LaCerte says building more can fix power affordability https://www.privatewealthdaily.com/story/semi-liquid-bdcs-pass-300-billion-as-davidson-kempner-flags-liquidity Private Wealth Dailyen 2026-11-11T18:06:39.074Z Semi-liquid BDCs pass $300 billion as Davidson Kempner flags liquidity https://www.privatewealthdaily.com/story/pretium-and-progress-to-pay-49-7m-in-ftc-rent-pricing-case Private Wealth Dailyen 2026-11-11T18:06:18.294Z Pretium and Progress to pay $49.7M in FTC rent-pricing case https://www.privatewealthdaily.com/story/founder-bottleneck-caps-growth-at-11-employee-ria Private Wealth Dailyen 2026-11-11T18:06:12.793Z Founder bottleneck caps growth at 11-employee RIA https://www.privatewealthdaily.com/story/cpuc-orders-pg-e-sce-and-sdg-e-to-draft-joint-der-plan Private Wealth Dailyen 2026-11-11T18:05:54.430Z CPUC orders PG&E, SCE and SDG&E to draft joint DER plan https://www.privatewealthdaily.com/story/audax-tops-q3-private-credit-deal-rankings-with-46-deals Private Wealth Dailyen 2026-11-11T18:04:57.874Z Audax tops Q3 private credit deal rankings with 46 deals https://www.privatewealthdaily.com/story/irs-proposes-eliminating-some-form-1041-a-filings-for-charitable-trusts Private Wealth Dailyen 2026-11-11T18:03:55.061Z IRS proposes eliminating some Form 1041-A filings for charitable trusts https://www.privatewealthdaily.com/story/onedigital-and-cetera-tell-plan-advisers-to-build-multi-adviser-teams Private Wealth Dailyen 2026-11-11T17:52:01.943Z OneDigital and Cetera tell plan advisers to build multi-adviser teams https://www.privatewealthdaily.com/story/paris-jackson-seeks-600-million-from-michael-jackson-s-estate Private Wealth Dailyen 2026-11-11T17:50:53.035Z Paris Jackson seeks $600 million from Michael Jackson's estate