https://www.privatewealthdaily.com/story/year-end-charitable-trusts-need-an-early-start Private Wealth Dailyen 2026-11-11T17:37:45.797Z Year-end charitable trusts need an early start https://www.privatewealthdaily.com/story/lax-people-mover-p3-downgraded-as-final-deadline-approaches Private Wealth Dailyen 2026-11-11T17:37:37.695Z LAX People Mover P3 downgraded as final deadline approaches https://www.privatewealthdaily.com/story/am-best-cuts-a-cap-life-insurers-to-c-as-oaktree-deal-ends Private Wealth Dailyen 2026-11-11T17:37:01.409Z AM Best cuts A-CAP life insurers to C- as Oaktree deal ends https://www.privatewealthdaily.com/story/kraft-group-weighs-900mw-data-center-campus-in-massachusetts Private Wealth Dailyen 2026-11-11T16:52:33.670Z Kraft Group weighs 900MW data center campus in Massachusetts https://www.privatewealthdaily.com/story/lda-to-convert-three-supply-vessels-into-cable-ships Private Wealth Dailyen 2026-11-11T16:51:26.669Z LDA to convert three supply vessels into cable ships https://www.privatewealthdaily.com/story/jgt2-seeks-maine-permits-for-data-center-at-former-androscoggin-mill Private Wealth Dailyen 2026-11-11T16:51:26.515Z JGT2 seeks Maine permits for data center at former Androscoggin mill https://www.privatewealthdaily.com/story/morningstar-adds-an-ai-learning-center-to-managed-accounts Private Wealth Dailyen 2026-11-11T16:51:26.287Z Morningstar adds an AI learning center to managed accounts https://www.privatewealthdaily.com/story/330m-dallas-advisor-launches-driftmark-capital-ria Private Wealth Dailyen 2026-11-11T16:42:59.526Z $330M Dallas advisor launches Driftmark Capital RIA https://www.privatewealthdaily.com/story/cambria-s-meb-faber-urges-written-investment-plans Private Wealth Dailyen 2026-11-11T16:42:36.299Z Cambria's Meb Faber urges written investment plans https://www.privatewealthdaily.com/story/rfr-refinances-100-biscayne-with-101m-from-axonic-derby-lane Private Wealth Dailyen 2026-11-11T16:42:10.980Z RFR refinances 100 Biscayne with $101M from Axonic, Derby Lane https://www.privatewealthdaily.com/story/oak-hill-to-acquire-wyyerd-fiber-from-carlyle Private Wealth Dailyen 2026-11-11T16:40:54.763Z Oak Hill to acquire Wyyerd fiber from Carlyle https://www.privatewealthdaily.com/story/bill-crager-s-field-connects-the-systems-in-an-advisor-s-tech-stack Private Wealth Dailyen 2026-11-11T16:35:50.479Z Bill Crager's Field connects the systems in an advisor's tech stack https://www.privatewealthdaily.com/story/fincen-and-fed-keep-3-000-transfer-threshold-weigh-crypto-against-genius-act Private Wealth Dailyen 2026-11-11T16:16:36.936Z FinCEN and Fed keep $3,000 transfer threshold, weigh crypto against GENIUS Act https://www.privatewealthdaily.com/story/hudson-housing-tax-credit-fund-sells-106-1-million Private Wealth Dailyen 2026-11-11T16:12:39.052Z Hudson Housing tax credit fund sells $106.1 million https://www.privatewealthdaily.com/story/rlam-completes-105m-in-long-income-property-debt Private Wealth Dailyen 2026-11-11T15:52:10.045Z RLAM completes £105m of real estate finance deals https://www.privatewealthdaily.com/story/indivisible-partners-reports-5-billion-and-nine-teams-on-platform Private Wealth Dailyen 2026-11-11T15:51:07.249Z Indivisible Partners reports $5 billion and nine teams on platform https://www.privatewealthdaily.com/story/kennedy-wilson-shimizu-start-georgia-rentals-on-90m-santander-loan Private Wealth Dailyen 2026-11-11T15:49:34.925Z Kennedy Wilson, Shimizu start Georgia rentals on $90M Santander loan https://www.privatewealthdaily.com/story/ria-edge-panels-take-up-private-market-implementation-hurdles Private Wealth Dailyen 2026-11-11T15:48:58.911Z RIA Edge panels take up private market implementation hurdles https://www.privatewealthdaily.com/story/conduit-re-property-premiums-fall-10-as-renewal-rates-soften Private Wealth Dailyen 2026-11-11T14:56:57.670Z Conduit Re property premiums fall 10.1% as renewal rates soften https://www.privatewealthdaily.com/story/etf-launches-fall-to-four-in-week-to-nov-10-from-12 Private Wealth Dailyen 2026-11-11T14:50:19.783Z ETF launches fall to four in week to Nov. 10 from 12 https://www.privatewealthdaily.com/story/icg-raises-7-6-billion-as-europe-ix-closes-at-12-billion Private Wealth Dailyen 2026-11-11T14:50:15.401Z ICG raises $7.6 billion as Europe IX closes at €12 billion https://www.privatewealthdaily.com/story/recordkeepers-absorb-adviser-duties-fidelity-consultant-says Private Wealth Dailyen 2026-11-11T14:30:53.155Z Recordkeepers absorb adviser duties, Fidelity consultant says https://www.privatewealthdaily.com/story/new-solo-401-k-plans-can-fund-2026-deferrals-until-april-15-2027 Private Wealth Dailyen 2026-11-11T14:28:05.800Z Sole proprietors can open solo 401(k)s for 2026 until April 15, 2027 https://www.privatewealthdaily.com/story/dividend-etfs-take-in-nearly-80-billion-in-2026-most-since-2022 Private Wealth Dailyen 2026-11-11T14:18:35.337Z Dividend ETFs take in nearly $80 billion in 2026, most since 2022 https://www.privatewealthdaily.com/story/telenor-closes-bahnhof-purchase-with-57-5-of-shares Private Wealth Dailyen 2026-11-11T14:17:19.477Z Telenor closes Bahnhof purchase with 57.5% of shares https://www.privatewealthdaily.com/story/cambridge-s-indy-assistant-has-answered-100-000-advisor-questions Private Wealth Dailyen 2026-11-11T14:17:03.906Z Advisors and associates asked Cambridge's Indy over 100,000 questions https://www.privatewealthdaily.com/story/client-moves-abroad-can-trigger-foreign-registration-rules Private Wealth Dailyen 2026-11-11T14:16:21.999Z Client moves abroad can trigger foreign registration rules https://www.privatewealthdaily.com/story/rollover-equity-ties-seller-payout-to-buyer-s-second-exit Private Wealth Dailyen 2026-11-11T14:15:58.953Z Rollover equity ties seller payout to buyer's second exit https://www.privatewealthdaily.com/story/invesco-launches-four-multi-factor-etfs-with-0-15-to-0-33-fees Private Wealth Dailyen 2026-11-11T14:15:58.688Z Invesco launches four multi-factor ETFs with 0.15% to 0.33% fees https://www.privatewealthdaily.com/story/rakuten-ast-spacemobile-win-1-billion-japan-satellite-tender Private Wealth Dailyen 2026-11-11T14:15:02.067Z Rakuten, AST SpaceMobile win $1 billion Japan satellite tender https://www.privatewealthdaily.com/story/lpl-adds-edward-jones-advisor-nathan-hershman-with-185m Private Wealth Dailyen 2026-11-11T14:14:10.562Z LPL adds Edward Jones advisor Nathan Hershman with $185M https://www.privatewealthdaily.com/story/ottawa-kansas-voters-back-10-year-ban-on-data-centers-over-25mw Private Wealth Dailyen 2026-11-11T14:12:47.838Z Ottawa, Kansas voters back 10-year ban on data centers over 25MW https://www.privatewealthdaily.com/story/sustainable-fund-inflows-hit-6-5-billion-as-u-s-turns-negative Private Wealth Dailyen 2026-11-11T14:12:44.336Z Sustainable fund inflows hit $6.5 billion as U.S. turns negative https://www.privatewealthdaily.com/story/nuveen-sells-540-5-million-infrastructure-credit-fund Private Wealth Dailyen 2026-11-11T14:03:37.591Z Nuveen raises $540.5M for infrastructure credit fund in four days https://www.privatewealthdaily.com/story/bermuda-life-insurers-hold-435-7bn-in-private-credit Private Wealth Dailyen 2026-11-11T13:33:01.988Z Bermuda life and annuity insurers hold $435.7bn in private credit https://www.privatewealthdaily.com/story/data-center-clusters-lift-nearby-warehouse-rents-9-8 Private Wealth Dailyen 2026-11-11T12:52:57.166Z CBRE: warehouses near 21 or more data centers earn 9.8% premium https://www.privatewealthdaily.com/story/goldman-sachs-finds-uhnw-giving-reached-250-billion-in-2025 Private Wealth Dailyen 2026-11-11T12:30:58.212Z Goldman Sachs finds UHNW giving reached $250 billion in 2025 https://www.privatewealthdaily.com/story/atomarine-raises-19m-for-floating-nuclear-data-centers Private Wealth Dailyen 2026-11-11T11:47:46.260Z Atomarine raises $19M for floating nuclear data centers https://www.privatewealthdaily.com/story/spacex-seeks-24-billion-gas-plant-and-supercomputer-at-starbase Private Wealth Dailyen 2026-11-11T11:47:27.159Z SpaceX seeks $24 billion gas plant and supercomputer at Starbase https://www.privatewealthdaily.com/story/lpl-adds-two-ohio-practices-with-1-15b-from-cetera Private Wealth Dailyen 2026-11-11T11:46:57.725Z LPL adds two Ohio practices with $1.15B from Cetera https://www.privatewealthdaily.com/story/verizon-completes-private-5g-at-five-thames-freeport-sites Private Wealth Dailyen 2026-11-11T11:46:30.174Z Verizon completes private 5G at five Thames Freeport sites https://www.privatewealthdaily.com/story/standard-life-opens-30-of-private-credit-origination-to-prt-partners Private Wealth Dailyen 2026-11-11T10:26:33.493Z Standard Life adds PRT partners to widen private credit origination https://www.privatewealthdaily.com/story/neam-ceo-says-5-to-6-ig-yields-support-insurer-roe-targets Private Wealth Dailyen 2026-11-11T10:20:29.000Z NEAM CEO says 5% to 6% IG yields support insurer ROE targets https://www.privatewealthdaily.com/story/kkr-and-rwe-close-12bn-uk-offshore-wind-financing Private Wealth Dailyen 2026-11-11T10:18:56.020Z KKR and RWE close £12bn UK offshore wind financing https://www.privatewealthdaily.com/story/mubadala-capital-to-buy-minority-stake-in-lsv-advisors Private Wealth Dailyen 2026-11-11T09:28:52.118Z Mubadala Capital to buy minority stake in LSV Advisors https://www.privatewealthdaily.com/story/democrats-win-two-georgia-public-service-commission-seats Private Wealth Dailyen 2026-11-11T09:28:51.988Z Democrats win two Georgia Public Service Commission seats https://www.privatewealthdaily.com/story/industrial-space-near-data-center-clusters-rents-6-8-higher Private Wealth Dailyen 2026-11-11T05:41:12.629Z Industrial space near data-center concentrations rents 6.8% higher https://www.privatewealthdaily.com/story/abry-partners-says-pe-buyers-test-succession-before-client-books Private Wealth Dailyen 2026-11-11T02:33:37.134Z Abry Partners says PE buyers test succession before client books https://www.privatewealthdaily.com/story/cnl-strategic-capital-cuts-non-founder-base-fee-to-1-5 Private Wealth Dailyen 2026-11-11T01:43:18.530Z CNL Strategic Capital cuts non-founder base fee to 1.5% https://www.privatewealthdaily.com/story/orange-county-apartment-pipeline-climbs-31-2-as-builders-go-vertical Private Wealth Dailyen 2026-11-11T00:20:20.055Z Orange County apartment pipeline tops 3,000 units, up 31.2% https://www.privatewealthdaily.com/story/northwestern-mutual-prosperity-index-rises-to-71-as-strain-persists Private Wealth Dailyen 2026-11-11T00:19:50.643Z Northwestern Mutual prosperity index rises to 71 as strain persists https://www.privatewealthdaily.com/story/roger-equities-buys-upper-east-side-theater-site-for-41m Private Wealth Dailyen 2026-11-11T00:17:27.655Z Roger Equities buys Upper East Side theater site for $41M https://www.privatewealthdaily.com/story/simon-prime-property-fund-near-555m-dadeland-mall-cmbs-refinancing Private Wealth Dailyen 2026-11-11T00:17:17.700Z Simon, Prime Property Fund near $555M Dadeland Mall CMBS refinancing https://www.privatewealthdaily.com/story/mdh-partners-buys-108-347-sf-livermore-industrial-building Private Wealth Dailyen 2026-11-11T00:15:26.324Z MDH Partners buys 108,347 SF Livermore industrial building https://www.privatewealthdaily.com/story/bravo-zulu-capital-management-launches-as-fee-only-ria-in-beverly-hills Private Wealth Dailyen 2026-11-11T00:14:40.707Z Bravo Zulu Capital Management launches as fee-only RIA in Beverly Hills https://www.privatewealthdaily.com/story/jll-arranges-104m-citi-refinancing-for-aya-manhattan-portfolio Private Wealth Dailyen 2026-11-10T23:20:43.435Z JLL arranges $104M Citi refinancing for AYA Manhattan portfolio https://www.privatewealthdaily.com/story/recordkeepers-take-on-adviser-duties-as-plan-roles-blur Private Wealth Dailyen 2026-11-10T22:37:06.147Z Recordkeepers take on adviser duties as plan roles blur https://www.privatewealthdaily.com/story/taxstatus-and-nitrogen-connect-advisor-tools-to-claude-and-chatgpt Private Wealth Dailyen 2026-11-10T22:36:08.859Z TaxStatus and Nitrogen connect advisor tools to Claude and ChatGPT https://www.privatewealthdaily.com/story/life-insurer-industrial-loans-more-than-double-cmbs-cre-clo-median-size Private Wealth Dailyen 2026-11-10T22:15:32.151Z Life company industrial properties double the size of CMBS collateral https://www.privatewealthdaily.com/story/multifamily-cmbs-delinquency-hits-highest-since-2015 Private Wealth Dailyen 2026-11-10T22:07:04.507Z Multifamily CMBS delinquencies reach highest since 2015 https://www.privatewealthdaily.com/story/nrc-clears-x-energy-and-dow-to-build-four-reactors-in-texas Private Wealth Dailyen 2026-11-10T22:06:07.462Z NRC clears X-energy and Dow to build four reactors in Texas https://www.privatewealthdaily.com/story/34-of-pre-retirees-gave-adult-relatives-financial-support Private Wealth Dailyen 2026-11-10T22:05:45.983Z 34% of pre-retirees gave adult relatives significant 10-year support https://www.privatewealthdaily.com/story/bny-launches-global-power-etf-at-50-basis-points Private Wealth Dailyen 2026-11-10T22:05:08.171Z BNY launches global power ETF at 50 basis points https://www.privatewealthdaily.com/story/bridgewater-commons-235m-cmbs-loan-sent-to-special-servicing Private Wealth Dailyen 2026-11-10T22:04:54.892Z Bridgewater Commons $235M CMBS loan sent to special servicing https://www.privatewealthdaily.com/story/kayne-anderson-fund-signs-250-million-credit-facility Private Wealth Dailyen 2026-11-10T22:04:26.996Z Kayne Anderson fund signs $250 million credit facility https://www.privatewealthdaily.com/story/micron-enters-vflo-at-4-20-weight-in-september-rebalance Private Wealth Dailyen 2026-11-10T22:04:23.802Z Micron enters VFLO at 4.20% weight in September rebalance https://www.privatewealthdaily.com/story/ameritus-sells-121-w-wacker-tower-to-two-chicago-investors Private Wealth Dailyen 2026-11-10T20:57:07.852Z Ameritus sells 121 W. Wacker tower to two Chicago investors https://www.privatewealthdaily.com/story/greybrook-buys-334-unit-mansfield-rentals-with-39-2m-fannie-mae-loan Private Wealth Dailyen 2026-11-10T20:51:41.761Z Greybrook buys 334-unit Mansfield rentals with $39.2M Fannie Mae loan https://www.privatewealthdaily.com/story/genesis-delivers-54-story-austin-tower-with-173-4-million-jpmorgan-loan Private Wealth Dailyen 2026-11-10T20:51:13.662Z Genesis delivers 54-story Austin tower with $173.4 million JPMorgan loan https://www.privatewealthdaily.com/story/truamerica-enters-ground-up-development-with-154-unit-project Private Wealth Dailyen 2026-11-10T20:51:09.628Z TruAmerica enters ground-up development with 154-unit project https://www.privatewealthdaily.com/story/legacy-and-crossharbor-break-ground-on-444-unit-richardson-project Private Wealth Dailyen 2026-11-10T20:50:36.413Z Legacy and CrossHarbor break ground on 444-unit Richardson project https://www.privatewealthdaily.com/story/riverstone-completes-400m-siriuspoint-loss-transfer Private Wealth Dailyen 2026-11-10T20:48:13.352Z RiverStone completes $400m SiriusPoint loss transfer https://www.privatewealthdaily.com/story/ria-edge-panel-urges-firms-to-treat-ai-agents-like-new-hires Private Wealth Dailyen 2026-11-10T20:35:06.999Z RIA Edge panel urges firms to treat AI agents like new hires https://www.privatewealthdaily.com/story/founder-dependent-advisory-practices-may-sell-for-less Private Wealth Dailyen 2026-11-10T20:34:59.684Z Founder-dependent advisory practices may sell for less https://www.privatewealthdaily.com/story/retail-net-absorption-reaches-8-3-million-square-feet-in-q3 Private Wealth Dailyen 2026-11-10T19:47:06.522Z Retail net absorption reaches 8.3 million square feet in Q3 https://www.privatewealthdaily.com/story/helaba-lends-82-2m-for-denver-area-macy-s-conversion Private Wealth Dailyen 2026-11-10T19:47:02.062Z Helaba lends $82.2M for Denver-area Macy's conversion https://www.privatewealthdaily.com/story/morgan-stanley-s-finn-ai-will-commoditize-lower-end-advice Private Wealth Dailyen 2026-11-10T19:46:36.413Z Morgan Stanley's Finn: AI will commoditize lower-end advice https://www.privatewealthdaily.com/story/hanetf-and-wedbush-launch-ai-ucits-etf-with-30-stocks Private Wealth Dailyen 2026-11-10T19:46:18.585Z HANetf and Wedbush launch AI UCITS ETF with 30 stocks https://www.privatewealthdaily.com/story/state-street-and-van-lanschot-kempen-launch-two-active-small-cap-etfs Private Wealth Dailyen 2026-11-10T19:44:28.500Z State Street and Van Lanschot Kempen launch two active small-cap ETFs https://www.privatewealthdaily.com/story/harwood-rejects-data-center-permit-rule-for-applied-digital-campus Private Wealth Dailyen 2026-11-10T19:44:08.327Z Harwood rejects data center permit rule for Applied Digital campus https://www.privatewealthdaily.com/story/integra-linked-756mw-data-center-proposed-in-texas-at-8-billion Private Wealth Dailyen 2026-11-10T19:42:55.354Z Integra-linked 756MW data center proposed in Texas at $8 billion https://www.privatewealthdaily.com/story/house-panel-advances-403-b-cit-bill-on-7-3-vote Private Wealth Dailyen 2026-11-10T19:18:56.302Z House panel advances 403(b) CIT bill on 7-3 vote https://www.privatewealthdaily.com/story/altruist-launches-ai-financial-planning-agent Private Wealth Dailyen 2026-11-10T19:18:38.129Z Altruist launches an AI financial planning agent https://www.privatewealthdaily.com/story/senate-votes-73-25-to-advance-permitting-bill Private Wealth Dailyen 2026-11-10T18:21:46.370Z Senate votes 73-25 to advance permitting bill https://www.privatewealthdaily.com/story/nuveen-pays-127m-for-four-denver-area-shopping-centers Private Wealth Dailyen 2026-11-10T18:21:13.209Z Nuveen pays $127M for four Denver-area shopping centers https://www.privatewealthdaily.com/story/ge-vernova-to-spend-34-5m-on-shreveport-transformer-plant Private Wealth Dailyen 2026-11-10T18:20:41.064Z GE Vernova to spend $34.5M on Shreveport transformer plant https://www.privatewealthdaily.com/story/carlyle-and-sei-launch-interval-fund-prvtx Private Wealth Dailyen 2026-11-10T18:18:11.562Z Carlyle and SEI launch interval fund PRVTX https://www.privatewealthdaily.com/story/mara-sells-13-597-bitcoin-to-repay-750-million-in-loans Private Wealth Dailyen 2026-11-10T17:52:02.110Z MARA sells 13,597 bitcoin to repay $750 million in loans https://www.privatewealthdaily.com/story/softbank-petros-and-grab-sign-1-billion-sarawak-data-center-deal Private Wealth Dailyen 2026-11-10T17:47:46.639Z SoftBank, Petros and Grab sign $1 billion Sarawak data center deal https://www.privatewealthdaily.com/story/boosteroid-gaw-capital-firebird-sign-480mw-kazakh-data-center-deal Private Wealth Dailyen 2026-11-10T17:47:11.357Z Boosteroid, Gaw Capital sign preliminary 480MW Kazakh agreements https://www.privatewealthdaily.com/story/principal-adds-seventh-data-center-to-297m-european-fund Private Wealth Dailyen 2026-11-10T17:46:49.550Z Principal adds seventh data center to €297m European fund https://www.privatewealthdaily.com/story/capstone-buys-garden-city-office-loan-at-54-cents-on-the-dollar Private Wealth Dailyen 2026-11-10T17:46:37.904Z Capstone buys Garden City office loan at 54 cents on the dollar https://www.privatewealthdaily.com/story/protesters-in-milan-target-lombardy-s-11gw-data-center-queue Private Wealth Dailyen 2026-11-10T17:46:16.162Z Protesters in Milan target Lombardy's 11GW data center queue https://www.privatewealthdaily.com/story/tierpoint-plans-to-name-craig-cowden-chief-executive Private Wealth Dailyen 2026-11-10T17:46:05.888Z TierPoint plans to name Craig Cowden chief executive https://www.privatewealthdaily.com/story/fluidstack-breaks-ground-on-1-billion-virginia-data-center-campus Private Wealth Dailyen 2026-11-10T17:38:48.870Z Fluidstack breaks ground on $1 billion Virginia data center campus https://www.privatewealthdaily.com/story/mercer-advisors-fund-of-funds-for-10m-clients-is-still-nascent Private Wealth Dailyen 2026-11-10T17:38:13.969Z Mercer Advisors' private fund of funds draws light use two years in https://www.privatewealthdaily.com/story/deutsche-telekom-adds-20mw-of-nvidia-b300-capacity-in-munich Private Wealth Dailyen 2026-11-10T17:37:57.991Z Deutsche Telekom to add 20MW of Nvidia B300 capacity in Munich https://www.privatewealthdaily.com/story/modern-wealth-raises-200m-hybrid-capital-from-centerbridge Private Wealth Dailyen 2026-11-10T17:37:45.755Z Modern Wealth raises $200M hybrid capital from Centerbridge https://www.privatewealthdaily.com/story/netcompany-takes-23-7-stake-in-danish-ai-center Private Wealth Dailyen 2026-11-10T17:37:29.899Z Netcompany takes 23.7% stake in Danish AI center https://www.privatewealthdaily.com/story/puerto-rico-tenders-mayag-ez-landing-station-for-four-cables Private Wealth Dailyen 2026-11-10T17:37:24.204Z Puerto Rico tenders Mayagüez landing station for four cables https://www.privatewealthdaily.com/story/colt-starts-building-54mw-berlin-data-center-campus Private Wealth Dailyen 2026-11-10T17:37:23.121Z Colt starts building 54MW Berlin data center campus https://www.privatewealthdaily.com/story/broadshore-closes-68-5m-charlotte-apartment-bridge Private Wealth Dailyen 2026-11-10T17:36:56.273Z Broadshore closes $68.5M Charlotte apartment bridge https://www.privatewealthdaily.com/story/octopus-launches-600m-asia-fund-with-50m-from-japanese-backers Private Wealth Dailyen 2026-11-10T17:35:01.831Z Octopus launches $600m Asia fund with $50m from Japanese backers https://www.privatewealthdaily.com/story/apartment-refinancings-could-need-6-8b-in-extra-equity-through-2028 Private Wealth Dailyen 2026-11-10T17:34:48.036Z Apartment refinancings could need $6.8B in extra equity through 2028 https://www.privatewealthdaily.com/story/goldman-survey-finds-56-of-lps-under-allocated-to-private-credit Private Wealth Dailyen 2026-11-10T17:31:48.657Z Goldman survey finds 56% of LPs under-allocated to private credit https://www.privatewealthdaily.com/story/avaloq-launches-mosaic-investment-data-platform Private Wealth Dailyen 2026-11-10T17:30:47.610Z Avaloq launches Mosaic investment data platform https://www.privatewealthdaily.com/story/vanguard-raises-4-billion-in-private-debt-for-altruist-deal Private Wealth Dailyen 2026-11-10T17:30:43.505Z Vanguard raises $4 billion in private debt for Altruist deal https://www.privatewealthdaily.com/story/family-offices-take-closer-to-90-days-to-decide Private Wealth Dailyen 2026-11-10T17:08:43.162Z Family offices take closer to 90 days to decide https://www.privatewealthdaily.com/story/tradr-lists-2x-single-stock-etfs-on-centrus-and-terawulf Private Wealth Dailyen 2026-11-10T16:56:27.501Z Tradr lists 2x single-stock ETFs on Centrus and TeraWulf https://www.privatewealthdaily.com/story/schwab-adds-claude-and-ester-to-ria-platform Private Wealth Dailyen 2026-11-10T16:50:50.989Z Schwab adds Claude and Ester to Advisor Center tools https://www.privatewealthdaily.com/story/nuveen-and-srg-paid-212-5m-for-lincolnwood-senior-living Private Wealth Dailyen 2026-11-10T16:47:40.790Z Nuveen and SRG buy Lincolnwood senior living for $212.5M https://www.privatewealthdaily.com/story/uneza-lifts-annual-transition-investment-pledge-to-156-billion Private Wealth Dailyen 2026-11-10T16:46:45.202Z UNEZA lifts annual transition investment pledge to $156 billion https://www.privatewealthdaily.com/story/calpers-climate-portfolio-reaches-71-billion-of-100-billion-goal Private Wealth Dailyen 2026-11-10T16:39:25.682Z CalPERS climate portfolio reaches $71 billion of $100 billion goal https://www.privatewealthdaily.com/story/eaton-vance-files-form-d-for-clo-fund-with-no-sales Private Wealth Dailyen 2026-11-10T16:39:07.284Z Eaton Vance files Form D for CLO fund with no sales https://www.privatewealthdaily.com/story/texas-trs-commits-1-billion-to-real-estate-funds-in-october Private Wealth Dailyen 2026-11-10T16:39:02.603Z Texas TRS commits $1 billion to real estate funds in October https://www.privatewealthdaily.com/story/insurers-should-rank-assets-by-return-on-capital-not-spread Private Wealth Dailyen 2026-11-10T16:35:35.870Z Insurers should rank assets by return on capital, not spread https://www.privatewealthdaily.com/story/crefc-primer-cites-116b-in-data-center-project-bonds Private Wealth Dailyen 2026-11-10T16:34:14.012Z CREFC primer cites $116B in data center project bonds https://www.privatewealthdaily.com/story/apartment-construction-falls-to-550-000-units-a-decade-low Private Wealth Dailyen 2026-11-10T16:34:10.572Z Apartment construction falls to 550,000 units, a decade low https://www.privatewealthdaily.com/story/naic-proposes-funding-agreement-backed-note-disclosures Private Wealth Dailyen 2026-11-10T16:22:04.274Z NAIC proposes funding agreement backed note disclosures https://www.privatewealthdaily.com/story/nearly-60-of-affluent-investors-use-ai-for-financial-tasks Private Wealth Dailyen 2026-11-10T16:20:55.533Z Nearly 60% of U.S. affluent investors use AI for financial tasks https://www.privatewealthdaily.com/story/insurers-shift-infrastructure-debt-to-relative-value Private Wealth Dailyen 2026-11-10T16:20:02.637Z Insurers shift infrastructure debt to relative value https://www.privatewealthdaily.com/story/before-replacing-a-fund-check-it-tracks-the-incumbent Private Wealth Dailyen 2026-11-10T16:19:54.217Z Before replacing a fund, check it tracks the incumbent https://www.privatewealthdaily.com/story/european-property-investors-cut-2027-profit-expectations-to-45 Private Wealth Dailyen 2026-11-10T16:08:25.302Z Profit optimism among European property professionals falls to 45% https://www.privatewealthdaily.com/story/minnesota-puc-vice-chair-calls-rate-case-filings-really-painful Private Wealth Dailyen 2026-11-10T16:08:01.353Z Minnesota PUC vice chair calls rate-case filings 'really painful' https://www.privatewealthdaily.com/story/asn-adds-200-million-mosaic-team-from-commonwealth Private Wealth Dailyen 2026-11-10T16:07:15.104Z ASN adds $200 million Mosaic team from Commonwealth https://www.privatewealthdaily.com/story/alberta-weighs-p3-delivery-for-reservoir-project Private Wealth Dailyen 2026-11-10T16:05:42.679Z Alberta weighs P3 delivery for reservoir project https://www.privatewealthdaily.com/story/merit-hires-ex-carson-exec-heather-zack-to-lead-private-wealth Private Wealth Dailyen 2026-11-10T15:52:25.797Z Merit hires ex-Carson exec Heather Zack to lead private wealth https://www.privatewealthdaily.com/story/rias-rework-pay-equity-and-structure-to-keep-pace-with-growth Private Wealth Dailyen 2026-11-10T15:52:19.052Z RIAs rework pay, equity and structure to keep pace with growth https://www.privatewealthdaily.com/story/lpl-won-the-count-newedge-the-check-neither-prices-a-1-billion-team Private Wealth Dailyen 2026-11-10T15:51:14.528Z LPL's $45 billion recruiting total is mostly one network deal https://www.privatewealthdaily.com/story/osaic-ceo-wants-9-000-registered-assistants-taking-client-work Private Wealth Dailyen 2026-11-10T14:58:41.902Z Osaic's Price: AI could turn 9,000 assistants into advisor capacity https://www.privatewealthdaily.com/story/oakmark-hartford-and-rex-launch-october-etfs Private Wealth Dailyen 2026-11-10T14:58:27.436Z Oakmark, Hartford and REX launch October ETFs https://www.privatewealthdaily.com/story/fluor-backlog-hits-34-3b-on-gas-and-data-center-wins Private Wealth Dailyen 2026-11-10T14:45:21.145Z Fluor backlog hits $34.3B on gas and data center wins https://www.privatewealthdaily.com/story/59-of-rias-offer-long-term-incentives-as-junior-training-lags Private Wealth Dailyen 2026-11-10T14:06:42.163Z 59% of RIAs offer long-term incentives as junior training lags https://www.privatewealthdaily.com/story/hsbc-doubles-china-transition-credit-facility-to-8-billion Private Wealth Dailyen 2026-11-10T14:00:03.149Z HSBC doubles China transition credit facility to $8 billion https://www.privatewealthdaily.com/story/80-of-families-have-not-discussed-healthcare-costs Private Wealth Dailyen 2026-11-10T13:59:53.184Z 80% of families haven't had in-depth age-related healthcare cost talks https://www.privatewealthdaily.com/story/advisor-with-260-million-drops-client-service-calendar Private Wealth Dailyen 2026-11-10T13:59:52.956Z Mason Companies advisor replaces standardized client calendar https://www.privatewealthdaily.com/story/2-4-million-us-mortgage-holders-have-at-least-1-million-in-home-equity Private Wealth Dailyen 2026-11-10T13:59:00.856Z 2.4 million US mortgage holders have at least $1 million in home equity https://www.privatewealthdaily.com/story/ai-tenants-add-office-space-in-new-york-and-san-francisco Private Wealth Dailyen 2026-11-10T13:56:26.233Z AI tenants add office space in New York and San Francisco https://www.privatewealthdaily.com/story/allegheny-financial-group-names-eight-new-partners Private Wealth Dailyen 2026-11-10T12:17:21.833Z Allegheny Financial Group names eight new partners https://www.privatewealthdaily.com/story/vertiv-signs-three-year-infineon-deal-for-800vdc-power-chips Private Wealth Dailyen 2026-11-10T11:45:17.066Z Vertiv signs three-year Infineon deal for 800VDC power chips https://www.privatewealthdaily.com/story/mercer-advisors-adds-no-fee-philanthropy-team-for-10m-plus-clients Private Wealth Dailyen 2026-11-10T11:45:12.793Z Mercer Advisors adds philanthropy team for $10M client tiers https://www.privatewealthdaily.com/story/59-of-rias-offer-long-term-incentive-plans Private Wealth Dailyen 2026-11-10T11:44:51.793Z 59% of RIAs offer long-term incentive plans https://www.privatewealthdaily.com/story/eu-ai-gigafactory-bidders-must-resubmit-funding-tenders Private Wealth Dailyen 2026-11-10T11:44:21.925Z EU AI gigafactory bidders must resubmit funding tenders https://www.privatewealthdaily.com/story/ppl-data-center-pipeline-reaches-35-3-gw Private Wealth Dailyen 2026-11-10T11:42:40.606Z PPL data center pipeline reaches 35.3 GW https://www.privatewealthdaily.com/story/equinix-opens-290-million-sg6-data-center-in-singapore Private Wealth Dailyen 2026-11-10T11:41:06.430Z Equinix opens $290 million SG6 data center in Singapore https://www.privatewealthdaily.com/story/kbs-chooses-cre-markets-first-as-debt-funds-turn-cautious Private Wealth Dailyen 2026-11-10T11:35:59.004Z KBS chooses CRE markets first as debt funds turn cautious https://www.privatewealthdaily.com/story/california-voters-reject-proposition-40-billionaire-wealth-tax Private Wealth Dailyen 2026-11-10T10:46:52.274Z California voters reject Proposition 40 billionaire wealth tax https://www.privatewealthdaily.com/story/cios-see-divided-congress-and-one-more-fed-hike-in-2026 Private Wealth Dailyen 2026-11-10T08:46:17.932Z Chiavarone, Cunningham and Gallo see equities rising after midterms https://www.privatewealthdaily.com/story/retirement-bills-unlikely-before-late-2027-principal-policy-chief-says Private Wealth Dailyen 2026-11-10T04:01:36.640Z Retirement bills unlikely before late 2027, Principal policy chief says https://www.privatewealthdaily.com/story/gencom-buys-rosewood-london-for-reported-300-million Private Wealth Dailyen 2026-11-10T02:29:55.601Z Gencom buys Rosewood London for reported £300 million https://www.privatewealthdaily.com/story/breit-books-496-7m-in-impairments-and-meets-all-repurchase-requests Private Wealth Dailyen 2026-11-10T01:46:21.282Z BREIT books $496.7M in impairments and meets all repurchase requests https://www.privatewealthdaily.com/story/partners-group-director-says-private-assets-belong-inside-the-qdia Private Wealth Dailyen 2026-11-10T01:41:17.899Z Partners Group director says private assets belong inside the QDIA https://www.privatewealthdaily.com/story/samsung-fire-marine-agrees-to-lift-canopius-stake-to-80-6 Private Wealth Dailyen 2026-11-10T00:58:08.486Z Samsung Fire & Marine agrees to lift Canopius stake to 80.6% https://www.privatewealthdaily.com/story/avison-young-trims-2026-cre-sales-forecast-to-520-billion Private Wealth Dailyen 2026-11-10T00:16:35.764Z Avison Young trims 2026 CRE sales forecast to $520 billion https://www.privatewealthdaily.com/story/vanguard-adds-target-date-total-market-funds-to-proxy-voting-program Private Wealth Dailyen 2026-11-10T00:15:27.667Z Vanguard to extend proxy voting to target-date funds in 2027 https://www.privatewealthdaily.com/story/cayman-reinsurers-ask-naic-to-add-island-to-qualified-list Private Wealth Dailyen 2026-11-10T00:14:35.374Z Cayman reinsurers urge NAIC to recommend adding island to qualified list https://www.privatewealthdaily.com/story/sanders-would-end-the-wage-cap-to-raise-benefits-2-400-a-year Private Wealth Dailyen 2026-11-10T00:13:40.342Z Sanders would end the wage cap to raise benefits $2,400 a year https://www.privatewealthdaily.com/story/1754-properties-venture-buys-google-leased-sf-office-for-nearly-28m Private Wealth Dailyen 2026-11-09T23:19:29.919Z 1754 Properties venture buys Google-leased SF office for nearly $28M https://www.privatewealthdaily.com/story/30-states-and-dc-tax-long-term-capital-gains-at-ordinary-rates Private Wealth Dailyen 2026-11-09T22:49:47.016Z 30 states and DC tax long-term capital gains at ordinary rates https://www.privatewealthdaily.com/story/focus-financial-acquires-entertainment-business-manager-mlm Private Wealth Dailyen 2026-11-09T22:49:43.496Z Focus Financial acquires entertainment business manager MLM https://www.privatewealthdaily.com/story/cmbs-special-servicing-rate-hits-11-74-highest-since-2012 Private Wealth Dailyen 2026-11-09T22:20:42.607Z CMBS special servicing rate hits 11.74%, highest since 2012 https://www.privatewealthdaily.com/story/peachtree-lends-40-5m-for-hillsboro-hilton-recap Private Wealth Dailyen 2026-11-09T22:20:24.218Z Peachtree lends $40.5M for Hillsboro Hilton recap https://www.privatewealthdaily.com/story/oxford-properties-buys-six-building-phoenix-industrial-portfolio Private Wealth Dailyen 2026-11-09T22:19:39.542Z Oxford Properties buys six-building Phoenix industrial portfolio https://www.privatewealthdaily.com/story/truist-capital-one-lend-faropoint-474m-on-85-industrial-buildings Private Wealth Dailyen 2026-11-09T22:18:25.159Z Truist, Capital One lend Faropoint $474M on 85 industrial buildings https://www.privatewealthdaily.com/story/csop-lists-1-25x-kioxia-leveraged-etp-in-hong-kong Private Wealth Dailyen 2026-11-09T22:18:21.966Z CSOP lists 1.25x Kioxia leveraged ETP in Hong Kong https://www.privatewealthdaily.com/story/bofa-sets-merrill-a-135-billion-fee-based-flow-goal Private Wealth Dailyen 2026-11-09T22:17:38.728Z BofA sets Merrill a $135 billion fee-based flow goal https://www.privatewealthdaily.com/story/newmark-arranges-47-6m-benefit-street-refinancing-for-the-clark Private Wealth Dailyen 2026-11-09T22:17:31.433Z Newmark arranges $47.6M Benefit Street refinancing for The Clark https://www.privatewealthdaily.com/story/innovator-balt-falls-1-as-s-p-500-drops-more-than-4 Private Wealth Dailyen 2026-11-09T22:16:30.687Z Innovator's Nelson says 8% of clients feel sufficiently protected https://www.privatewealthdaily.com/story/lyrical-converts-two-value-mutual-funds-with-1-billion-into-etfs Private Wealth Dailyen 2026-11-09T22:15:37.520Z Lyrical converts $1 billion of value funds to ETFs https://www.privatewealthdaily.com/story/american-campus-communities-closes-191-million-uc-irvine-development Private Wealth Dailyen 2026-11-09T22:15:35.902Z American Campus Communities closes $191 million UC Irvine development https://www.privatewealthdaily.com/story/u-s-office-leasing-climbs-18-as-pipeline-hits-15-year-low Private Wealth Dailyen 2026-11-09T22:15:28.782Z U.S. office leasing climbs 18% as pipeline hits 15-year low https://www.privatewealthdaily.com/story/eos-investors-buys-boston-s-hyatt-centric-faneuil-hall-for-58-6m Private Wealth Dailyen 2026-11-09T22:14:52.765Z EOS Investors buys Boston's Hyatt Centric Faneuil Hall for $58.6M https://www.privatewealthdaily.com/story/massmutual-ascend-caps-rila-renewal-swings-with-cap-control Private Wealth Dailyen 2026-11-09T22:14:17.245Z MassMutual Ascend caps RILA renewal swings with Cap Control https://www.privatewealthdaily.com/story/surz-challenges-morningstar-study-comparing-managed-accounts-to-tdfs Private Wealth Dailyen 2026-11-09T22:13:39.706Z Surz challenges Morningstar study comparing managed accounts to TDFs https://www.privatewealthdaily.com/story/california-voters-approve-11-25-billion-housing-bond Private Wealth Dailyen 2026-11-09T22:13:10.743Z California voters approve $11.25 billion housing bond https://www.privatewealthdaily.com/story/empower-personal-wealth-president-carol-waddell-to-retire-at-end-of-2026 Private Wealth Dailyen 2026-11-09T22:12:22.198Z Empower Personal Wealth president Carol Waddell to retire at end of 2026 https://www.privatewealthdaily.com/story/naic-fall-agenda-takes-up-risk-based-credit-models Private Wealth Dailyen 2026-11-09T22:11:20.041Z NAIC fall meeting takes up risk-based credit models https://www.privatewealthdaily.com/story/european-etf-inflows-hit-record-eur40-3-billion-in-october Private Wealth Dailyen 2026-11-09T22:10:59.134Z European ETF inflows hit record EUR40.3 billion in October https://www.privatewealthdaily.com/story/beacon-pointe-hires-blackrock-s-katie-cullen-as-integration-chief Private Wealth Dailyen 2026-11-09T22:10:51.936Z Beacon Pointe hires BlackRock's Katie Cullen as integration chief https://www.privatewealthdaily.com/story/45-of-ultra-wealthy-clients-opened-accounts-without-telling-advisors Private Wealth Dailyen 2026-11-09T22:06:51.142Z 45% of ultra-wealthy clients opened accounts without telling advisors https://www.privatewealthdaily.com/story/custom-model-assets-hit-258-billion-up-40 Private Wealth Dailyen 2026-11-09T22:06:23.794Z Custom model assets hit $258 billion, up 40% https://www.privatewealthdaily.com/story/blackstone-cuts-bxsl-dividend-22-and-bxmt-payout-36 Private Wealth Dailyen 2026-11-09T20:45:26.158Z Blackstone cuts BXSL dividend 22% and BXMT payout 36% https://www.privatewealthdaily.com/story/blackstone-real-estate-co-head-nadeem-meghji-steps-down Private Wealth Dailyen 2026-11-09T20:44:15.867Z Blackstone real estate co-head Nadeem Meghji steps down https://www.privatewealthdaily.com/story/ppl-adds-2b-to-capital-plan-for-kentucky-gas-plant Private Wealth Dailyen 2026-11-09T20:44:08.324Z PPL adds $2B to capital plan for Kentucky gas plant https://www.privatewealthdaily.com/story/hedge-fund-form-d-filings-rise-28-to-223-in-a-month Private Wealth Dailyen 2026-11-09T19:41:36.214Z Hedge fund Form D filings rise 28% to 223 in a month https://www.privatewealthdaily.com/story/cbre-lending-momentum-index-falls-to-0-7-in-third-quarter Private Wealth Dailyen 2026-11-09T19:36:34.816Z CBRE lending index falls to 0.7 as September rates reprice deals https://www.privatewealthdaily.com/story/telecom-infrastructure-partners-names-lutfu-kitapci-as-ceo Private Wealth Dailyen 2026-11-09T19:35:58.775Z Telecom Infrastructure Partners picks Vodafone veteran Kitapci as CEO https://www.privatewealthdaily.com/story/wealthmanagement-com-columnist-cites-15-average-return-under-divided-government Private Wealth Dailyen 2026-11-09T19:34:25.049Z WealthManagement.com columnist cites 15% average return under divided government https://www.privatewealthdaily.com/story/norway-halts-grid-reservations-for-new-data-centers Private Wealth Dailyen 2026-11-09T19:33:56.428Z Norway halts grid reservations for new data centers https://www.privatewealthdaily.com/story/doe-alumni-launch-mavria-with-130m-for-modular-data-centers Private Wealth Dailyen 2026-11-09T19:32:43.803Z DOE alumni launch Mavria with $130m for modular data centers https://www.privatewealthdaily.com/story/prudential-proposes-automatic-lifetime-income-as-401-k-default Private Wealth Dailyen 2026-11-09T19:30:46.241Z Prudential proposes automatic lifetime income as 401(k) default https://www.privatewealthdaily.com/story/new-jersey-senate-votes-38-0-to-ban-data-center-ndas Private Wealth Dailyen 2026-11-09T19:22:20.929Z New Jersey Senate votes 38-0 to ban data center NDAs https://www.privatewealthdaily.com/story/bermuda-registers-46-insurers-in-first-10-months-of-2026 Private Wealth Dailyen 2026-11-09T19:22:06.465Z Bermuda registers 46 insurers in first 10 months of 2026 https://www.privatewealthdaily.com/story/wealth-deals-top-out-below-20-billion-as-buyers-pay-for-platforms Private Wealth Dailyen 2026-11-09T19:14:29.740Z Wealth deals top out below $20 billion as buyers pay for platforms https://www.privatewealthdaily.com/story/family-offices-buy-into-bayern-spine-implants-and-a-caf-chain Private Wealth Dailyen 2026-11-09T18:44:54.311Z Viessmann agrees to buy Bayern stake, Di Rezze names direct-deal head https://www.privatewealthdaily.com/story/family-offices-pair-early-stage-tech-with-mission Private Wealth Dailyen 2026-11-09T18:36:54.089Z One World Investments adds three scouts to source direct deals https://www.privatewealthdaily.com/story/infranity-anchors-700m-financing-for-pure-data-centres Private Wealth Dailyen 2026-11-09T18:34:29.323Z Infranity anchors €700m financing for Pure Data Centres https://www.privatewealthdaily.com/story/family-offices-take-about-90-days-to-commit-capital Private Wealth Dailyen 2026-11-09T18:34:17.245Z Family offices take about 90 days to commit capital https://www.privatewealthdaily.com/story/reinsurers-face-10-jan-1-cat-rate-cut-as-model-access-widens Private Wealth Dailyen 2026-11-09T18:02:31.162Z KBW expects at least 10% cut in Jan. 1 cat reinsurance rates https://www.privatewealthdaily.com/story/ice-to-list-15-wind-output-futures-tied-to-enwex-indices Private Wealth Dailyen 2026-11-09T17:47:44.639Z ICE to list 15 wind output futures tied to ENWEX indices https://www.privatewealthdaily.com/story/louisiana-rises-nine-places-in-2027-tax-index-as-michigan-falls-nine Private Wealth Dailyen 2026-11-09T17:47:43.970Z Louisiana rises nine places in 2027 tax index as Michigan falls nine https://www.privatewealthdaily.com/story/anthropic-debuts-claude-for-advisors-with-token-based-fees Private Wealth Dailyen 2026-11-09T17:47:20.926Z Anthropic debuts Claude for Advisors alongside incumbent AI tools https://www.privatewealthdaily.com/story/deutsche-am-raises-120m-for-european-property-debt-fund-ii Private Wealth Dailyen 2026-11-09T17:46:34.172Z Deutsche AM raises €120m for European property debt fund II https://www.privatewealthdaily.com/story/focus-chairman-client-referrals-could-lift-ria-growth-to-10-20 Private Wealth Dailyen 2026-11-09T17:46:26.673Z Focus chairman: client referrals could lift RIA growth to 10%–20%