https://www.privatewealthdaily.com/story/benchmark-reports-85-5m-sold-as-ten-funds-report-under-1m Private Wealth Dailyen 2026-10-25T15:52:20.605Z Benchmark, AP Maverick funds carry 85% of $188.3M sold https://www.privatewealthdaily.com/story/life-insurers-ai-holdings-rise-24-to-85-2-billion Private Wealth Dailyen 2026-10-25T12:19:06.402Z US life insurers' AI holdings rise 24% to $85.2 billion https://www.privatewealthdaily.com/story/rbc-kintra-pinnacle-modern-add-20-advisors-in-a-day Private Wealth Dailyen 2026-10-25T11:21:54.982Z RBC, Kintra, Pinnacle, Modern add 20 advisors https://www.privatewealthdaily.com/story/xapo-ceo-says-wealthy-bitcoin-holders-turn-to-loans-and-yield Private Wealth Dailyen 2026-10-24T19:25:26.718Z Xapo CEO says wealthy bitcoin holders turn to loans and yield https://www.privatewealthdaily.com/story/sec-2027-exam-priorities-target-illiquid-products-ai-deepfakes Private Wealth Dailyen 2026-10-24T18:43:00.864Z SEC 2027 exam priorities target illiquid products, AI deepfakes https://www.privatewealthdaily.com/story/bdc-common-stocks-fall-again-in-week-to-oct-23 Private Wealth Dailyen 2026-10-24T17:55:47.069Z BDC common stocks fall again in week to Oct. 23 https://www.privatewealthdaily.com/story/stifel-s-kruszewski-says-a-merger-won-t-lift-its-9x-multiple Private Wealth Dailyen 2026-10-24T17:27:32.715Z Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple https://www.privatewealthdaily.com/story/preferred-sales-financed-purchases-of-136-000-bitcoin Private Wealth Dailyen 2026-10-24T17:22:23.973Z Preferred sales financed purchases of 136,000 bitcoin https://www.privatewealthdaily.com/story/okxice-tokenized-stock-opt-outs-hit-22-as-wells-fargo-and-cisco-object Private Wealth Dailyen 2026-10-24T16:07:01.015Z OKXICE tokenized-stock opt-outs hit 22 as Wells Fargo and Cisco object https://www.privatewealthdaily.com/story/georgia-s-silk-cloud-plans-blackwell-ultra-gpus-for-2027 Private Wealth Dailyen 2026-10-24T16:03:56.251Z Georgia's Silk Cloud plans Blackwell Ultra GPUs for 2027 https://www.privatewealthdaily.com/story/75-of-advised-clients-use-ai-3-would-consider-an-ai-advisor Private Wealth Dailyen 2026-10-24T14:28:16.995Z Betterment survey: 75% of advised investors use AI https://www.privatewealthdaily.com/story/sec-clears-finra-rule-letting-broker-dealers-market-projected-returns Private Wealth Dailyen 2026-10-24T13:24:23.677Z SEC clears Finra rule letting broker-dealers market projected returns https://www.privatewealthdaily.com/story/franklin-templeton-adds-150-million-sgbenji-to-xrp-ledger Private Wealth Dailyen 2026-10-24T06:15:55.719Z Franklin Templeton adds $150 million sgBENJI to XRP Ledger https://www.privatewealthdaily.com/story/anthropic-s-claude-needs-20-seats-a-mismatch-for-11-000-schwab-rias Private Wealth Dailyen 2026-10-24T04:09:19.780Z Anthropic's Claude needs 20 seats, a mismatch for 11,000 Schwab RIAs https://www.privatewealthdaily.com/story/nasdaq-to-list-ab-us-research-advanced-etf-radd-oct-26 Private Wealth Dailyen 2026-10-23T22:35:11.510Z Nasdaq to list AB US Research Advanced ETF (RADD) Oct. 26 https://www.privatewealthdaily.com/story/small-rias-weigh-data-ownership-against-tech-cost Private Wealth Dailyen 2026-10-23T22:10:50.278Z Smaller RIAs need a closer look at owning their data https://www.privatewealthdaily.com/story/richman-group-refinances-three-florida-communities-with-225m Private Wealth Dailyen 2026-10-23T21:10:38.546Z Richman Group refinances three Florida communities with $225M https://www.privatewealthdaily.com/story/goldman-sachs-income-etfs-draw-600m-and-500m-in-a-month Private Wealth Dailyen 2026-10-23T20:18:23.410Z Goldman Sachs income ETFs draw $600M and $500M in a month https://www.privatewealthdaily.com/story/rexford-sold-1-3b-of-southern-california-industrial Private Wealth Dailyen 2026-10-23T20:17:51.923Z Rexford sold $1.3B of Southern California industrial https://www.privatewealthdaily.com/story/seniors-housing-cmbs-faces-2-24-billion-in-hard-maturities Private Wealth Dailyen 2026-10-23T19:41:50.500Z Seniors housing securitized debt faces $2.24 billion hard maturities https://www.privatewealthdaily.com/story/parmenter-markets-800-000-sf-las-colinas-office-towers Private Wealth Dailyen 2026-10-23T19:36:35.759Z Parmenter markets more than 800,000 sf Las Colinas towers https://www.privatewealthdaily.com/story/sec-adopts-quorum-change-allowing-one-commissioner-proposes-20-performance-fee-f Private Wealth Dailyen 2026-10-23T19:35:34.656Z SEC quorum change lets lone commissioner act when all others are disqualified https://www.privatewealthdaily.com/story/european-commission-accuses-kkr-of-misleading-22bn-tim-netco-merger-review Private Wealth Dailyen 2026-10-23T19:35:34.656Z European Commission accuses KKR of misleading €22bn TIM NetCo merger review https://www.privatewealthdaily.com/story/italmobiliare-agrees-capitelli-sale-at-3x-cash-20-irr Private Wealth Dailyen 2026-10-23T19:35:34.656Z Italmobiliare agrees Capitelli sale at 3x cash, 20% IRR https://www.privatewealthdaily.com/story/seragnoli-s-b-group-exits-isma-controlli-in-63m-sale-to-imi Private Wealth Dailyen 2026-10-23T19:35:34.656Z Seragnoli's B.group exits iSMA Controlli in €63m sale to IMI https://www.privatewealthdaily.com/story/northwind-debt-fund-iii-closes-at-1-billion-twice-its-500-million-target Private Wealth Dailyen 2026-10-23T19:35:34.656Z Northwind closes $1 billion debt fund at twice its $500 million target https://www.privatewealthdaily.com/story/sixteen-us-etfs-listed-including-primecap-s-first-at-0-68 Private Wealth Dailyen 2026-10-23T19:35:34.656Z Sixteen US ETFs listed, including PRIMECAP's first at 0.68% https://www.privatewealthdaily.com/story/coca-cola-nestl-and-danone-agree-to-change-bottle-recycling-labels Private Wealth Dailyen 2026-10-23T19:35:34.656Z Coca-Cola, Nestlé and Danone agree to change bottle recycling labels https://www.privatewealthdaily.com/story/wittouck-family-s-artal-joins-universal-quantum-s-100m-plus-round Private Wealth Dailyen 2026-10-23T19:35:34.656Z Wittouck family's Artal joins Universal Quantum's $100m-plus round https://www.privatewealthdaily.com/story/memphis-city-council-rejects-18-month-data-center-moratorium-sets-135-day-pause Private Wealth Dailyen 2026-10-23T19:35:34.656Z Memphis City Council rejects 18-month data center moratorium, sets 135-day pause https://www.privatewealthdaily.com/story/terrawatt-proposes-1gw-illinois-data-center-no-tenant-signed Private Wealth Dailyen 2026-10-23T19:35:34.656Z TerraWatt proposes up to 1GW Illinois data center on steel site https://www.privatewealthdaily.com/story/vanguard-auto-enrolls-1-million-clients-in-rebuilt-flagship Private Wealth Dailyen 2026-10-23T19:35:34.656Z Vanguard auto-enrolls $1M–$10M self-directed clients in Flagship https://www.privatewealthdaily.com/story/house-democrats-and-seec-institute-release-2027-energy-and-finance-policy-menu Private Wealth Dailyen 2026-10-23T19:35:34.656Z House Democrats, SEEC Institute release 2027 energy and climate policy menu https://www.privatewealthdaily.com/story/heppner-sentencing-adjourned-without-new-date-as-new-counsel-takes-over Private Wealth Dailyen 2026-10-23T19:35:34.656Z Heppner sentencing adjourned without new date as new counsel takes over https://www.privatewealthdaily.com/story/cerulli-paper-ties-fiduciary-expectations-to-higher-reported-client-satisfaction Private Wealth Dailyen 2026-10-23T19:35:34.656Z Cerulli paper ties best-interest expectations to 73% satisfied and not seeking a new advisor https://www.privatewealthdaily.com/story/fedex-buys-leased-chatham-county-warehouse-for-58-8m Private Wealth Dailyen 2026-10-23T19:35:34.656Z FedEx buys leased Chatham County warehouse for $58.8M https://www.privatewealthdaily.com/story/central-bank-of-ireland-fines-coinbase-ireland-3-25m-over-client-fund-safeguardi Private Wealth Dailyen 2026-10-23T19:35:34.656Z Central Bank of Ireland fines Coinbase Ireland €3.25m over client-fund safeguarding https://www.privatewealthdaily.com/story/blumenthal-asks-tether-for-details-of-payments-to-bo-hines-firm Private Wealth Dailyen 2026-10-23T19:35:34.656Z Blumenthal asks Tether for details of payments to Bo Hines' firm https://www.privatewealthdaily.com/story/43-of-investors-unlikely-to-switch-for-better-ai-tools Private Wealth Dailyen 2026-10-23T19:35:34.656Z 43% of investors unlikely to switch for better AI tools https://www.privatewealthdaily.com/story/fidelity-has-extended-100-million-custody-minimum-to-986-ria-relationships-706-f Private Wealth Dailyen 2026-10-23T19:35:34.656Z Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it https://www.privatewealthdaily.com/story/nextera-secures-5-7b-for-three-federal-energy-hubs Private Wealth Dailyen 2026-10-23T19:35:24.814Z NextEra secures $5.7B for three federal energy hubs https://www.privatewealthdaily.com/story/orion-to-charge-for-api-access-salesforce-to-meter-ai-calls Private Wealth Dailyen 2026-10-23T19:35:24.814Z Orion to charge for API access, Salesforce to meter AI calls https://www.privatewealthdaily.com/story/capital-group-tdfs-set-4-5-5-withdrawal-range-vanguard-adds-cits Private Wealth Dailyen 2026-10-23T19:35:24.814Z Capital Group publishes 4%–5.5% range; Vanguard plans CITs https://www.privatewealthdaily.com/story/acore-hires-apollo-s-manning-sagard-opens-5-9bn-to-advisors Private Wealth Dailyen 2026-10-23T19:35:24.814Z ACORE hires Apollo's Manning; Sagard opens $5.9bn to advisors https://www.privatewealthdaily.com/story/citi-closes-72-million-bond-tied-to-delivered-biochar-credits Private Wealth Dailyen 2026-10-23T19:35:24.814Z Citi closes $72 million bond tied to delivered biochar credits https://www.privatewealthdaily.com/story/chubb-s-1-79-billion-investment-income-tops-doubled-cat-costs Private Wealth Dailyen 2026-10-23T19:35:24.814Z Chubb's cat costs more than doubled; investment income hit $1.79bn https://www.privatewealthdaily.com/story/modern-wealth-acquires-4thgen-a-330m-california-practice Private Wealth Dailyen 2026-10-23T19:35:24.814Z Modern Wealth acquires 4thGEN, a $330M California practice https://www.privatewealthdaily.com/story/fca-curbs-six-unregulated-lenders-over-aml-controls Private Wealth Dailyen 2026-10-23T19:35:24.814Z FCA curbs six unregulated lenders over AML controls https://www.privatewealthdaily.com/story/gen-z-trust-in-ai-as-primary-advice-source-halves-to-10 Private Wealth Dailyen 2026-10-23T19:35:24.814Z Gen Z trust in AI as primary advice source halves to 10% https://www.privatewealthdaily.com/story/freehold-wealth-moves-576m-practice-to-osaic-from-stifel Private Wealth Dailyen 2026-10-23T19:35:24.814Z Freehold Wealth moves $576M practice to Osaic from Stifel https://www.privatewealthdaily.com/story/dalrymple-finance-values-csquare-shares-at-0 Private Wealth Dailyen 2026-10-23T19:35:24.814Z Dalrymple Finance values Csquare shares at $0 https://www.privatewealthdaily.com/story/innio-adds-620mw-of-gas-engines-as-doj-targets-wind-permits Private Wealth Dailyen 2026-10-23T19:35:24.814Z Innio adds 620MW of gas engines as DOJ targets wind permits https://www.privatewealthdaily.com/story/l-g-and-ntr-raise-330m-at-clean-power-iv-first-close Private Wealth Dailyen 2026-10-23T19:35:24.814Z L&G and NTR raise €330m at Clean Power IV first close https://www.privatewealthdaily.com/story/prologis-and-hunt-realty-team-on-11-5m-sf-texas-build-to-suit-jv Private Wealth Dailyen 2026-10-23T19:34:11.780Z Prologis and Hunt Realty team on 11.5M sf Texas build-to-suit JV https://www.privatewealthdaily.com/story/pg-e-pegs-wildfire-policy-inaction-at-4-billion-interest-cost Private Wealth Dailyen 2026-10-23T19:34:11.728Z PG&E pegs wildfire policy inaction at $4 billion interest cost https://www.privatewealthdaily.com/story/three-7-billion-teams-move-to-janney-osaic-rockefeller Private Wealth Dailyen 2026-10-23T19:34:00.147Z Janney, Osaic, Rockefeller listed as adding teams worth $7B combined https://www.privatewealthdaily.com/story/ipa-arranges-houston-construction-debt-for-adkisson-s-nine-buildings Private Wealth Dailyen 2026-10-23T19:33:50.084Z IPA arranges Houston construction debt for Adkisson's nine buildings https://www.privatewealthdaily.com/story/rbc-hires-shawn-bernhard-for-texas-south-dpl-names-two Private Wealth Dailyen 2026-10-23T19:32:42.374Z RBC hires Shawn Bernhard for Texas South; DPL names two https://www.privatewealthdaily.com/story/lido-co-ceo-floats-cross-border-wealth-deals-for-42-5b-ria Private Wealth Dailyen 2026-10-23T19:32:38.528Z Lido co-CEO floats cross-border wealth deals for $42.5B RIA https://www.privatewealthdaily.com/story/steward-ceo-says-ria-deal-volume-runs-up-to-5x-tracked-totals Private Wealth Dailyen 2026-10-23T19:32:28.517Z Steward CEO says RIA deal volume runs up to 5x tracked totals https://www.privatewealthdaily.com/story/first-trust-seeks-vote-free-sub-adviser-swaps-at-22-funds Private Wealth Dailyen 2026-10-23T19:31:49.004Z First Trust seeks vote-free sub-adviser swaps at 22 funds https://www.privatewealthdaily.com/story/trump-opens-180-day-wind-turbine-talks-forgoing-new-tariffs Private Wealth Dailyen 2026-10-23T19:29:39.756Z Trump opens 180-day wind turbine talks, forgoing new tariffs https://www.privatewealthdaily.com/story/bafin-authorizes-deutsche-bank-for-crypto-custody Private Wealth Dailyen 2026-10-23T19:18:05.724Z BaFin authorizes Deutsche Bank for crypto custody https://www.privatewealthdaily.com/story/partners-group-proposes-25-bps-global-value-fee-cut-ahead-of-vote Private Wealth Dailyen 2026-10-23T19:13:47.744Z Partners Group proposes 25 bps Global Value fee cut ahead of vote https://www.privatewealthdaily.com/story/kinsale-books-37-6m-portfolio-loss-in-q3-repositioning Private Wealth Dailyen 2026-10-23T19:07:41.782Z Kinsale books $37.6M portfolio loss in Q3 repositioning https://www.privatewealthdaily.com/story/o-green-s-7-4bn-spain-campus-has-permits-for-90-of-570mw Private Wealth Dailyen 2026-10-23T19:06:48.652Z O-Green's €7.4bn Spain campus has permits for 90 of 570MW https://www.privatewealthdaily.com/story/fidelity-fyee-etf-reports-9-1-yield-80-85-s-p-capture Private Wealth Dailyen 2026-10-23T18:50:35.066Z Fidelity FYEE ETF reports 9.1% yield, 80-85% S&P capture https://www.privatewealthdaily.com/story/jpmorgan-adds-nuclear-grid-to-green-finance-49-of-2-5tn-goal Private Wealth Dailyen 2026-10-23T18:45:40.658Z JPMorgan adds nuclear, grid to green finance; 49% of $2.5tn goal https://www.privatewealthdaily.com/story/securitize-shares-fall-38-since-solana-tokenized-stock-launch Private Wealth Dailyen 2026-10-23T18:38:19.712Z Securitize shares fall 38% since Solana tokenized-stock launch https://www.privatewealthdaily.com/story/no-new-secondaries-funds-close-pantheon-repeats-6bn Private Wealth Dailyen 2026-10-23T18:36:46.461Z No new secondaries funds close; Pantheon repeats $6bn