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% https://www.privatewealthdaily.com/story/wells-fargo-advisors-adds-advisors-managing-750-million-from-rivals Private Wealth Dailyen 2026-11-09T17:35:58.936Z Wells Fargo Advisors adds advisors managing $750 million from rivals https://www.privatewealthdaily.com/story/wells-fargo-advisors-tops-recruiting-tally-with-11-arrivals Private Wealth Dailyen 2026-11-09T17:34:04.159Z Wells Fargo Advisors tops recruiting tally with 11 arrivals https://www.privatewealthdaily.com/story/riot-signs-28-billion-ai-lease-for-texas-data-center Private Wealth Dailyen 2026-11-09T17:18:36.902Z Riot signs $28 billion AI lease for Texas data center https://www.privatewealthdaily.com/story/airtrunk-named-operator-of-proposed-935-730-sqm-melbourne-campus Private Wealth Dailyen 2026-11-09T17:17:48.264Z AirTrunk named operator of proposed 935,730 sqm Melbourne campus https://www.privatewealthdaily.com/story/eu-states-back-one-year-delay-to-methane-import-reporting Private Wealth Dailyen 2026-11-09T17:17:33.272Z EU states back one-year delay to methane import reporting https://www.privatewealthdaily.com/story/credit-secondaries-pick-up-after-q2-pause-jefferies-says Private Wealth Dailyen 2026-11-09T17:07:56.750Z Jefferies sees credit secondaries backlog building into 2027 https://www.privatewealthdaily.com/story/nigeria-pension-funds-target-600m-for-750m-infrastructure-fund Private Wealth Dailyen 2026-11-09T17:07:47.729Z Nigeria pension industry develops $750 million infrastructure fund https://www.privatewealthdaily.com/story/bbva-channels-120-billion-into-sustainable-finance-up-27 Private Wealth Dailyen 2026-11-09T17:07:40.151Z BBVA channels €120 billion into sustainable finance, up 27% https://www.privatewealthdaily.com/story/ishares-etf-inflows-more-than-double-to-17-4-billion Private Wealth Dailyen 2026-11-09T17:07:05.339Z iShares ETF inflows more than double to $17.4 billion https://www.privatewealthdaily.com/story/weil-wind-down-leaves-2-3-billion-gm-building-loan-to-refinance Private Wealth Dailyen 2026-11-09T16:51:15.203Z Weil wind-down leaves $2.3 billion GM Building loan to refinance https://www.privatewealthdaily.com/story/fluor-wins-epc-contract-for-terawulf-s-4-billion-kentucky-campus Private Wealth Dailyen 2026-11-09T16:49:26.509Z Fluor wins EPC contract for TeraWulf's $4 billion Kentucky campus https://www.privatewealthdaily.com/story/cre-private-equity-fundraising-falls-38-to-nine-year-low Private Wealth Dailyen 2026-11-09T16:48:57.429Z CRE private equity fundraising falls 38% to nine-year low https://www.privatewealthdaily.com/story/fincen-and-fed-drop-250-cross-border-transfer-plan Private Wealth Dailyen 2026-11-09T16:47:00.186Z FinCEN and Fed drop $250 cross-border transfer plan https://www.privatewealthdaily.com/story/morgan-stanley-agrees-to-buy-vinyl-equity-for-in-house-stock-transfers Private Wealth Dailyen 2026-11-09T16:06:44.257Z Morgan Stanley agrees to buy Vinyl Equity for in-house stock transfers https://www.privatewealthdaily.com/story/inherited-ira-rmds-stay-with-beneficiaries-under-secure-act Private Wealth Dailyen 2026-11-09T16:06:07.617Z Inherited IRA RMDs stay with beneficiaries under SECURE Act https://www.privatewealthdaily.com/story/nil-money-forces-parents-to-cede-financial-decisions Private Wealth Dailyen 2026-11-09T16:05:16.788Z NIL wealth can reshape how families make financial decisions https://www.privatewealthdaily.com/story/wealth-firm-cios-keep-allocations-steady-after-midterm-elections Private Wealth Dailyen 2026-11-09T16:03:26.243Z Wealth CIOs hold allocations steady after midterm elections https://www.privatewealthdaily.com/story/cop31-presidency-sets-35-electrification-target-for-2035 Private Wealth Dailyen 2026-11-09T16:02:48.019Z COP31 presidency sets 35% electrification target for 2035 https://www.privatewealthdaily.com/story/related-group-lands-176-5m-construction-loan-for-boca-raton-apartments Private Wealth Dailyen 2026-11-09T16:02:04.280Z Related Group lands $176.5M construction loan for Boca Raton apartments https://www.privatewealthdaily.com/story/four-corient-deals-account-for-half-of-october-ria-filing-assets Private Wealth Dailyen 2026-11-09T16:01:41.319Z Four Corient deals account for half of October RIA filing assets https://www.privatewealthdaily.com/story/sitex-hires-nbim-logistics-head-to-build-institutional-platform Private Wealth Dailyen 2026-11-09T16:01:06.059Z Sitex hires NBIM logistics head to build institutional platform https://www.privatewealthdaily.com/story/m-g-real-estate-buys-amsterdam-campus-for-340m Private Wealth Dailyen 2026-11-09T15:59:52.267Z M&G Real Estate buys Amsterdam campus for €340m https://www.privatewealthdaily.com/story/ctp-to-buy-ares-vietnam-logistics-platform-for-500m Private Wealth Dailyen 2026-11-09T15:59:33.680Z CTP to buy Ares' Vietnam logistics platform for $500m https://www.privatewealthdaily.com/story/raymond-james-adds-four-advisor-pnc-private-bank-team Private Wealth Dailyen 2026-11-09T15:00:52.531Z Raymond James adds four-advisor PNC Private Bank team https://www.privatewealthdaily.com/story/kai-hires-two-ex-qvr-managers-for-dec-1-fund-launch Private Wealth Dailyen 2026-11-09T14:57:47.399Z Kai hires two former QVR managers ahead of Dec. 1 launch https://www.privatewealthdaily.com/story/lpl-adds-sound-foundation-wealth-advisors-a-700m-boise-team Private Wealth Dailyen 2026-11-09T14:47:31.371Z LPL adds $700 million Sound Foundation team from Cambridge https://www.privatewealthdaily.com/story/anchor-energy-partners-targets-75-million-for-debut-storage-fund Private Wealth Dailyen 2026-11-09T14:44:13.966Z Anchor Energy Partners targets €75 million for debut storage fund https://www.privatewealthdaily.com/story/cube-infrastructure-launches-587-million-fund Private Wealth Dailyen 2026-11-09T14:36:27.388Z CUBE Infrastructure launches $587 million fund https://www.privatewealthdaily.com/story/client-360-is-table-stakes-capco-consultant-says Private Wealth Dailyen 2026-11-09T14:30:30.744Z Client 360 is table stakes, Capco consultant says https://www.privatewealthdaily.com/story/anthropic-takes-over-3-4bn-caterpillar-generator-order-for-1-7gw Private Wealth Dailyen 2026-11-09T14:30:23.836Z Anthropic takes over $3.4bn Caterpillar generator order for 1.7GW https://www.privatewealthdaily.com/story/advisor-clients-score-77-on-northwestern-mutual-index Private Wealth Dailyen 2026-11-09T14:29:50.651Z Advisor clients score 77 on Northwestern Mutual prosperity index https://www.privatewealthdaily.com/story/nvidia-pitches-apollo-on-1gw-of-edge-ai-at-brightspeed Private Wealth Dailyen 2026-11-09T14:29:43.550Z Nvidia pitches Apollo on up to 1GW of edge compute at Brightspeed https://www.privatewealthdaily.com/story/four-veteran-advisors-favor-discipline-over-market-forecasts Private Wealth Dailyen 2026-11-09T14:29:04.644Z Four veteran advisors favor discipline over market forecasts https://www.privatewealthdaily.com/story/goldman-call-writing-etfs-gpix-and-gpiq-add-1-2-billion Private Wealth Dailyen 2026-11-09T14:23:02.487Z Goldman call-writing ETFs GPIX and GPIQ add $1.2 billion https://www.privatewealthdaily.com/story/eba-postpones-simplified-bank-esg-reporting-to-late-2028 Private Wealth Dailyen 2026-11-09T14:20:38.194Z EBA plans to postpone simplified bank ESG reporting to late 2028 https://www.privatewealthdaily.com/story/lincoln-financial-s-payroll-360-targets-manual-401-k-data-work Private Wealth Dailyen 2026-11-09T14:20:09.606Z Lincoln Financial's Payroll 360 targets manual 401(k) data work https://www.privatewealthdaily.com/story/kitces-post-argues-entry-level-planner-hires-still-pay-off-despite-ai Private Wealth Dailyen 2026-11-09T14:19:58.337Z Kitces post argues entry-level planner hires still pay off despite AI https://www.privatewealthdaily.com/story/s-p-500-s-top-10-stocks-near-40-of-index-weight Private Wealth Dailyen 2026-11-09T14:18:01.214Z S&P 500's top 10 stocks near 40% of index weight https://www.privatewealthdaily.com/story/kkr-credit-raises-14bn-of-q3-s-25bn-inflows Private Wealth Dailyen 2026-11-09T14:13:32.176Z KKR credit raises $14bn of Q3's $25bn inflows https://www.privatewealthdaily.com/story/alliant-builds-ria-recruiting-arm-for-200m-to-2b-teams Private Wealth Dailyen 2026-11-09T14:07:22.250Z Alliant builds RIA recruiting arm for $200M to $2B teams https://www.privatewealthdaily.com/story/beacon-trust-hires-pnc-private-bank-s-tristan-harding-to-lead-growth Private Wealth Dailyen 2026-11-09T14:05:22.640Z Beacon Trust hires PNC Private Bank's Tristan Harding to lead growth https://www.privatewealthdaily.com/story/women-invest-in-alternatives-less-than-men-44-to-60 Private Wealth Dailyen 2026-11-09T14:04:06.973Z Women invest in alternatives less than men, 44% to 60% https://www.privatewealthdaily.com/story/manhattan-office-asking-rents-return-to-march-2020-level Private Wealth Dailyen 2026-11-09T14:01:42.586Z Manhattan office asking rents return to March 2020 level https://www.privatewealthdaily.com/story/sbti-sets-dec-5-comment-deadline-for-net-zero-electricity-standard Private Wealth Dailyen 2026-11-09T13:42:44.080Z SBTi sets Dec. 5 comment deadline for net-zero electricity standard https://www.privatewealthdaily.com/story/formation-notifies-sec-of-plan-for-solana-stock-venue Private Wealth Dailyen 2026-11-09T13:30:50.160Z Formation notifies SEC of plan for Solana stock venue https://www.privatewealthdaily.com/story/natwest-and-bbb-back-capital-on-tap-with-200m-facility Private Wealth Dailyen 2026-11-09T12:15:37.084Z NatWest and BBB back Capital on Tap with £200m facility https://www.privatewealthdaily.com/story/deepvest-publishes-ai-vendor-checklist-from-sec-exam-priorities Private Wealth Dailyen 2026-11-09T12:15:15.611Z DeepVest publishes AI vendor checklist from SEC exam priorities https://www.privatewealthdaily.com/story/adv-watch-2026-11-07 Private Wealth Dailyen 2026-11-09T12:01:49.692Z ADV Watch: Bluespring Wealth Management, LLC reports a $2.39 billion asset gain; 16 advisers join the SEC list, 13 leave https://www.privatewealthdaily.com/story/commercial-real-estate-volume-jumps-89-as-private-wealth-steps-in Private Wealth Dailyen 2026-11-09T11:44:10.359Z Commercial real estate volume jumps 89% as private wealth steps in https://www.privatewealthdaily.com/story/blackrock-s-buidl-tokens-can-back-okx-trades Private Wealth Dailyen 2026-11-09T11:36:58.517Z BlackRock's BUIDL tokens can back OKX trades https://www.privatewealthdaily.com/story/cube-infrastructure-raises-587m-in-first-close-for-1-5bn-fund Private Wealth Dailyen 2026-11-09T11:35:42.011Z Cube Infrastructure raises €587m in first close for €1.5bn fund https://www.privatewealthdaily.com/story/merchant-takes-minority-stake-in-elevation-point-as-emigrant-exits Private Wealth Dailyen 2026-11-09T11:34:52.342Z Merchant takes minority stake in Elevation Point as Emigrant exits https://www.privatewealthdaily.com/story/caresuper-trims-metrics-credit-exposure-and-adds-20-staff Private Wealth Dailyen 2026-11-09T10:57:07.448Z CareSuper trims Metrics credit exposure, expects as many as 20 hires https://www.privatewealthdaily.com/story/em-debt-now-more-orthodox-than-developed-markets-managers-say Private Wealth Dailyen 2026-11-09T10:51:58.148Z EM debt now more orthodox than developed markets, managers say https://www.privatewealthdaily.com/story/clo-spreads-widen-at-quarter-end-giving-insurers-an-entry-point Private Wealth Dailyen 2026-11-09T08:33:21.727Z CLO spreads widen at quarter-end, giving insurers an entry point https://www.privatewealthdaily.com/story/sbti-opens-30-day-comment-period-on-net-zero-electricity-rules Private Wealth Dailyen 2026-11-09T08:31:32.050Z SBTi opens 30-day comment period on net-zero electricity rules