https://www.privatewealthdaily.com/story/advisor-ideal-client-profiles-should-start-at-the-first-call Private Wealth Dailyen 2026-10-29T19:38:14.836Z Advisor ideal-client profiles should start at the first call https://www.privatewealthdaily.com/story/willow-tree-capital-files-issuer-tender-offer Private Wealth Dailyen 2026-10-29T19:38:10.683Z Willow Tree Capital files issuer tender offer https://www.privatewealthdaily.com/story/blackstone-mortgage-trust-posts-327-6m-loss-on-office-loans Private Wealth Dailyen 2026-10-29T19:06:15.351Z Blackstone Mortgage Trust posts $327.6M loss on office loans https://www.privatewealthdaily.com/story/wells-fargo-raises-advisor-pay-hurdle-to-16-000-a-month Private Wealth Dailyen 2026-10-29T19:03:34.390Z Wells Fargo raises advisor pay hurdle to $16,000 a month https://www.privatewealthdaily.com/story/omnes-capital-invests-in-heim-s-nordic-data-center-platform Private Wealth Dailyen 2026-10-29T19:02:52.173Z Omnes Capital invests in Heim's Nordic data center platform https://www.privatewealthdaily.com/story/ncreif-index-gains-1-41-as-seniors-housing-leads Private Wealth Dailyen 2026-10-29T19:02:04.932Z NCREIF index gains 1.41% as seniors housing leads https://www.privatewealthdaily.com/story/pccp-provides-68-3m-refi-for-mesa-logistics-park Private Wealth Dailyen 2026-10-29T19:01:13.956Z PCCP provides $68.3M refi for Mesa logistics park https://www.privatewealthdaily.com/story/leap-pitches-10-billion-michigan-data-center-despite-moratorium Private Wealth Dailyen 2026-10-29T19:01:00.084Z LEAP pitches $10 billion Michigan data center despite moratorium https://www.privatewealthdaily.com/story/one-in-eight-workers-with-higher-health-premiums-cut-retirement-saving Private Wealth Dailyen 2026-10-29T19:00:49.545Z One in eight workers with higher health premiums cut retirement saving https://www.privatewealthdaily.com/story/oneqode-signs-14mw-chennai-data-center-lease-with-adaniconnex Private Wealth Dailyen 2026-10-29T18:59:14.172Z OneQode signs 14MW Chennai data center lease with AdaniConneX https://www.privatewealthdaily.com/story/target-date-funds-indexing-and-fee-cuts-led-401-k-menu-shifts Private Wealth Dailyen 2026-10-29T18:58:59.397Z Target-date funds, indexing and fee cuts led 401(k) menu shifts https://www.privatewealthdaily.com/story/transmission-bill-baaja-faces-senate-cloture-vote-on-nov-9 Private Wealth Dailyen 2026-10-29T18:18:59.392Z Transmission bill BAAJA faces Senate cloture vote on Nov. 9 https://www.privatewealthdaily.com/story/aep-raises-five-year-capital-plan-to-100b-on-data-center-load Private Wealth Dailyen 2026-10-29T18:18:09.865Z AEP raises five-year capital plan to $100B on data center load https://www.privatewealthdaily.com/story/firstenergy-data-center-pipeline-grows-4-8-to-26-gw Private Wealth Dailyen 2026-10-29T18:17:17.896Z FirstEnergy data center pipeline grows 4.8% to 26 GW https://www.privatewealthdaily.com/story/ge-vernova-to-buy-trench-group-for-9-billion Private Wealth Dailyen 2026-10-29T18:16:41.251Z GE Vernova to buy Trench Group for $9 billion https://www.privatewealthdaily.com/story/apricus-buys-leased-texas-ios-site-with-abr Private Wealth Dailyen 2026-10-29T18:16:13.900Z Apricus buys leased Texas IOS site with ABR https://www.privatewealthdaily.com/story/schwab-survey-rias-add-ai-and-private-markets-keep-fiduciary-focus Private Wealth Dailyen 2026-10-29T18:13:46.698Z Schwab survey: RIAs add AI and private markets, keep fiduciary focus https://www.privatewealthdaily.com/story/canaccord-s-quest-lists-first-cashflow-screened-etf Private Wealth Dailyen 2026-10-29T17:32:13.211Z Canaccord's Quest lists first cashflow-screened ETF https://www.privatewealthdaily.com/story/cooper-horowitz-arranges-400m-for-west-palm-beach-office-tower Private Wealth Dailyen 2026-10-29T17:30:34.129Z Cooper Horowitz arranges $400M for West Palm Beach office tower https://www.privatewealthdaily.com/story/pg-e-data-center-queue-reaches-12-87gw-240mw-under-construction Private Wealth Dailyen 2026-10-29T17:30:16.931Z PG&E data center queue reaches 12.87GW, 240MW under construction https://www.privatewealthdaily.com/story/state-street-invests-in-texas-stock-exchange-parent Private Wealth Dailyen 2026-10-29T17:29:59.202Z State Street invests in Texas Stock Exchange parent https://www.privatewealthdaily.com/story/evelyn-capital-buys-franklin-office-for-31m-29-below-2019 Private Wealth Dailyen 2026-10-29T17:29:47.745Z Evelyn Capital buys Franklin office for $31M, 29% below 2019 https://www.privatewealthdaily.com/story/manufactured-housing-ltvs-rise-to-58-2-still-below-2019 Private Wealth Dailyen 2026-10-29T17:29:34.165Z Manufactured housing LTVs rise to 58.2%, still below 2019 https://www.privatewealthdaily.com/story/everest-adds-600m-to-casualty-reserves Private Wealth Dailyen 2026-10-29T17:28:30.732Z Everest adds $600m to casualty reserves https://www.privatewealthdaily.com/story/benefit-street-partners-funds-117-3m-texas-multifamily-refi Private Wealth Dailyen 2026-10-29T17:28:10.450Z Benefit Street Partners funds $117.3M Texas multifamily refi https://www.privatewealthdaily.com/story/marwynn-signs-grenada-mou-for-500m-solar-and-ai-data-center Private Wealth Dailyen 2026-10-29T17:25:40.997Z Marwynn signs Grenada MoU for $500m solar and AI data center https://www.privatewealthdaily.com/story/j-p-morgan-adds-four-mds-to-small-cap-team-reaching-12-bankers Private Wealth Dailyen 2026-10-29T17:25:35.417Z J.P. Morgan adds four managing directors, taking small-cap team to 12 https://www.privatewealthdaily.com/story/franklin-templeton-adds-five-ria-territory-salespeople-since-oct-1 Private Wealth Dailyen 2026-10-29T17:25:27.644Z Franklin Templeton adds five RIA salespeople, taking team to 18 https://www.privatewealthdaily.com/story/wisdomtree-and-return-stacked-plan-co-branded-model-portfolios-via-quorus Private Wealth Dailyen 2026-10-29T17:25:23.292Z WisdomTree and Return Stacked plan co-branded model portfolios via Quorus https://www.privatewealthdaily.com/story/chatterjee-group-launches-cortex-dc-with-2-gw-india-target Private Wealth Dailyen 2026-10-29T17:25:00.473Z Chatterjee Group launches Cortex DC with 2 GW India target https://www.privatewealthdaily.com/story/envestnet-says-no-forced-vestmark-migrations-after-deal-closes Private Wealth Dailyen 2026-10-29T17:23:51.619Z Envestnet says no forced Vestmark migrations after deal closes https://www.privatewealthdaily.com/story/employee-firms-won-15-of-38-1b-plus-team-moves-winthrop-says Private Wealth Dailyen 2026-10-29T15:57:04.386Z Non-wirehouse employee firms won 15 of 38 $1B-plus team moves https://www.privatewealthdaily.com/story/dynasty-mercer-and-alphacore-fill-marketing-data-and-finance-posts Private Wealth Dailyen 2026-10-29T15:54:53.101Z Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts https://www.privatewealthdaily.com/story/barings-argues-capital-rules-favor-ig-clo-tranches-for-insurers Private Wealth Dailyen 2026-10-29T15:54:50.621Z Barings argues capital rules favor IG CLO tranches for insurers https://www.privatewealthdaily.com/story/dc-plans-hold-51-6-billion-in-private-real-estate Private Wealth Dailyen 2026-10-29T15:54:30.620Z DC plans hold $51.6 billion in private real estate https://www.privatewealthdaily.com/story/tritax-london-logistics-fund-raises-400m-ahead-of-target Private Wealth Dailyen 2026-10-29T15:53:50.076Z Tritax London logistics fund raises £400m ahead of target https://www.privatewealthdaily.com/story/sixth-street-buys-four-seasons-scottsdale-for-372-million Private Wealth Dailyen 2026-10-29T15:53:07.037Z Sixth Street buys Four Seasons Scottsdale for $372 million https://www.privatewealthdaily.com/story/private-credit-defaults-fall-to-2-41-as-small-borrowers-worsen Private Wealth Dailyen 2026-10-29T15:49:27.996Z Private credit defaults fall to 2.41% as small borrowers worsen https://www.privatewealthdaily.com/story/acore-capital-closes-second-opportunistic-credit-fund-at-1-1bn Private Wealth Dailyen 2026-10-29T15:48:49.174Z ACORE Capital closes second opportunistic credit fund at $1.1bn https://www.privatewealthdaily.com/story/savvy-wealth-opens-pre-ipo-private-markets-program-to-advisors Private Wealth Dailyen 2026-10-29T15:48:48.997Z Savvy Wealth opens pre-IPO private markets program to advisors https://www.privatewealthdaily.com/story/tree-line-and-kkr-keep-loans-in-continuation-vehicles Private Wealth Dailyen 2026-10-29T15:35:07.180Z Tree Line and KKR keep loans in continuation vehicles https://www.privatewealthdaily.com/story/betanxt-and-vestmark-add-tax-and-portfolio-tools-to-advisor-platforms Private Wealth Dailyen 2026-10-29T14:55:17.368Z Allspring and Vestmark build tax-aware models as BetaNXT adds Pave https://www.privatewealthdaily.com/story/grandchild-does-not-qualify-as-an-eligible-ira-beneficiary Private Wealth Dailyen 2026-10-29T14:50:06.316Z Grandchild does not qualify as an eligible IRA beneficiary https://www.privatewealthdaily.com/story/gcf-approves-140-million-for-climate-fund-managers-ci3 Private Wealth Dailyen 2026-10-29T14:43:11.408Z GCF approves $140 million for Climate Fund Managers' CI3 https://www.privatewealthdaily.com/story/bull-joins-4-5-billion-czech-ai-gigafactory-bid Private Wealth Dailyen 2026-10-29T14:00:21.747Z Bull signs MoU to join $4.5 billion Czech AI gigafactory bid https://www.privatewealthdaily.com/story/spot-bitcoin-etfs-draw-137-3-million-nearly-all-into-ibit Private Wealth Dailyen 2026-10-29T13:57:03.443Z Spot bitcoin ETFs draw $137.3 million, nearly all into IBIT https://www.privatewealthdaily.com/story/ntt-data-adds-paris-and-singapore-gpu-clusters Private Wealth Dailyen 2026-10-29T13:56:55.695Z NTT Data adds Paris and Singapore GPU capacity https://www.privatewealthdaily.com/story/morgan-stanley-82-of-asset-owners-to-add-sustainable-allocations Private Wealth Dailyen 2026-10-29T13:54:46.002Z Morgan Stanley: 82% of asset owners to add sustainable allocations https://www.privatewealthdaily.com/story/microsoft-extends-data-center-useful-life-to-25-years Private Wealth Dailyen 2026-10-29T13:54:39.190Z Microsoft extends data center useful life to 25 years https://www.privatewealthdaily.com/story/ai-will-make-financial-advice-more-human-column-argues Private Wealth Dailyen 2026-10-29T13:54:16.636Z AI will make financial advice more human, column argues https://www.privatewealthdaily.com/story/candidly-estimates-its-ai-tools-will-reach-almost-half-of-401-k-workers Private Wealth Dailyen 2026-10-29T13:54:00.674Z Candidly estimates its AI tools will reach almost half of 401(k) workers https://www.privatewealthdaily.com/story/telehouse-closes-220-million-docklands-buy-for-65mw-data-center Private Wealth Dailyen 2026-10-29T13:52:57.044Z Telehouse closes £220 million Docklands buy for 65MW data center https://www.privatewealthdaily.com/story/cvc-credit-fee-paying-aum-climbs-55-with-marathon-inclusion Private Wealth Dailyen 2026-10-29T13:15:30.682Z CVC credit fee-paying AUM climbs 55% with Marathon inclusion https://www.privatewealthdaily.com/story/kitces-carl-discuss-fee-caps-for-clients-paying-above-schedule Private Wealth Dailyen 2026-10-29T13:13:09.984Z Kitces & Carl discuss fee caps for clients paying above schedule https://www.privatewealthdaily.com/story/lpl-adds-525m-anchor-financial-partners-team-from-northwestern-mutual Private Wealth Dailyen 2026-10-29T13:09:12.305Z LPL adds $525M Anchor Financial Partners team from Northwestern Mutual https://www.privatewealthdaily.com/story/sp-wealth-group-tops-5-billion-in-assets Private Wealth Dailyen 2026-10-29T13:08:50.546Z SP Wealth Group tops $5 billion in assets https://www.privatewealthdaily.com/story/trump-accounts-open-with-19-000-after-tax-limit Private Wealth Dailyen 2026-10-29T12:23:24.751Z Trump accounts open with $19,000 after-tax limit https://www.privatewealthdaily.com/story/harraden-circle-hires-king-street-s-walch-for-multi-asset-strategy Private Wealth Dailyen 2026-10-29T12:23:24.500Z Harraden Circle hires King Street's Walch for multi-asset strategy https://www.privatewealthdaily.com/story/edgecore-us-signal-push-data-center-abs-past-1-billion Private Wealth Dailyen 2026-10-29T12:10:06.548Z EdgeCore, US Signal push data center ABS past $1 billion https://www.privatewealthdaily.com/story/dst-heirs-need-four-documents-and-a-titling-review Private Wealth Dailyen 2026-10-29T11:52:28.154Z Advisors should read each DST ownership line against the estate plan https://www.privatewealthdaily.com/story/kyivstar-buys-cloud-provider-gigacloud-for-50-million Private Wealth Dailyen 2026-10-29T11:47:34.058Z Kyivstar buys cloud provider GigaCloud for $50 million https://www.privatewealthdaily.com/story/volta-buys-1-45mw-manchester-data-center-from-lunar-digital Private Wealth Dailyen 2026-10-29T11:47:33.891Z Volta buys 1.45MW Manchester data center from Lunar Digital https://www.privatewealthdaily.com/story/foundation-credit-closes-540m-infrastructure-debt-fund-above-target Private Wealth Dailyen 2026-10-29T11:45:49.503Z Foundation Credit closes $540M infrastructure debt fund above target https://www.privatewealthdaily.com/story/over-1-in-4-advised-women-plan-to-switch-over-taxes Private Wealth Dailyen 2026-10-29T11:45:49.503Z Over 1 in 4 advised women plan to switch over taxes https://www.privatewealthdaily.com/story/russia-limits-new-cryptomining-grid-links-to-interruptible-power Private Wealth Dailyen 2026-10-29T11:44:24.391Z Russia limits new cryptomining grid links to interruptible power https://www.privatewealthdaily.com/story/private-credit-liability-management-deals-hit-14 Private Wealth Dailyen 2026-10-29T11:42:46.231Z Private credit liability management deals hit 14 https://www.privatewealthdaily.com/story/malaysia-sets-30-renewable-power-rule-for-new-data-centers Private Wealth Dailyen 2026-10-29T11:42:18.431Z Malaysia requires data centers to source 30% renewable power https://www.privatewealthdaily.com/story/edgecore-closes-521-million-green-abs-on-santa-clara-campus Private Wealth Dailyen 2026-10-29T11:42:04.689Z EdgeCore closes $521 million green ABS on Santa Clara campus https://www.privatewealthdaily.com/story/aib-plans-50mw-ai-data-center-at-former-spartanburg-bitcoin-mine Private Wealth Dailyen 2026-10-29T11:39:53.401Z AIB plans 50MW AI data center at former Spartanburg bitcoin mine https://www.privatewealthdaily.com/story/silverstreak-provides-20m-credit-facility-to-fingular Private Wealth Dailyen 2026-10-29T11:37:37.683Z Silverstreak provides $20M credit facility to Fingular https://www.privatewealthdaily.com/story/three-quarters-of-private-markets-investors-report-longer-payout-waits Private Wealth Dailyen 2026-10-29T11:37:19.797Z Three-quarters of private markets investors report longer payout waits https://www.privatewealthdaily.com/story/citizens-private-wealth-adds-3-28-billion-via-three-liftouts Private Wealth Dailyen 2026-10-29T11:27:24.900Z Citizens Private Wealth adds $3.28 billion via three liftouts https://www.privatewealthdaily.com/story/captrust-buys-1-1b-edmonds-ria-pacific-sage Private Wealth Dailyen 2026-10-29T10:56:43.151Z CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners https://www.privatewealthdaily.com/story/ten-annuity-providers-invested-22-8bn-under-abi-pledge Private Wealth Dailyen 2026-10-29T10:56:00.149Z Ten annuity providers invested £22.8bn under ABI pledge https://www.privatewealthdaily.com/story/52-of-dc-plan-participants-would-invest-in-private-assets Private Wealth Dailyen 2026-10-29T10:53:23.434Z 52% of DC plan participants would invest in private assets https://www.privatewealthdaily.com/story/non-bank-nav-lending-margins-widen-to-794-bps Private Wealth Dailyen 2026-10-29T10:52:34.895Z Non-bank NAV lending margins widen to 794 bps https://www.privatewealthdaily.com/story/private-debt-returns-1-88-in-q2-lagging-private-markets Private Wealth Dailyen 2026-10-29T10:51:05.484Z Private debt returns 1.88% in Q2, lagging private markets https://www.privatewealthdaily.com/story/pjm-takes-steps-to-speed-grid-battery-connections Private Wealth Dailyen 2026-10-29T09:25:12.291Z PJM takes steps to speed grid battery connections https://www.privatewealthdaily.com/story/databank-ceo-says-texas-grid-pause-won-t-alter-its-buildout Private Wealth Dailyen 2026-10-29T09:25:12.130Z DataBank CEO says Texas grid pause won't alter its buildout https://www.privatewealthdaily.com/story/hasi-lends-terradot-up-to-34-million-for-rock-weathering Private Wealth Dailyen 2026-10-29T09:23:51.838Z HASI lends Terradot up to $34 million for rock weathering https://www.privatewealthdaily.com/story/hlend-cuts-leverage-by-2-4b-and-supplemental-payout-29 Private Wealth Dailyen 2026-10-29T02:37:03.824Z HLEND cuts borrowings by $2.4B and supplemental payout 29% https://www.privatewealthdaily.com/story/cmbs-delinquency-rate-rises-15-bps-to-4-97-in-third-quarter Private Wealth Dailyen 2026-10-29T02:32:01.987Z CMBS delinquency rate rises 15 bps to 4.97% in third quarter https://www.privatewealthdaily.com/story/fidelity-private-credit-fills-all-q3-tenders-as-requests-fall-to-2-5 Private Wealth Dailyen 2026-10-29T02:31:55.011Z Fidelity Private Credit fills all Q3 tenders as requests fall to 2.5% https://www.privatewealthdaily.com/story/annuity-satisfaction-rises-14-points-usaa-leads-for-third-year Private Wealth Dailyen 2026-10-29T01:45:10.856Z Annuity satisfaction rises 14 points to 653 https://www.privatewealthdaily.com/story/msci-decides-nov-11-whether-strategy-stays-in-its-indexes Private Wealth Dailyen 2026-10-29T00:14:37.210Z MSCI decides Nov. 11 whether Strategy stays in its indexes https://www.privatewealthdaily.com/story/two-franklin-templeton-bitcoin-etfs-begin-nasdaq-trading-today Private Wealth Dailyen 2026-10-29T00:13:29.973Z Two Franklin Templeton bitcoin ETFs begin Nasdaq trading today https://www.privatewealthdaily.com/story/william-warren-adds-nine-properties-to-196m-self-storage-fund Private Wealth Dailyen 2026-10-28T23:32:15.342Z William Warren adds nine properties to $196M self-storage fund https://www.privatewealthdaily.com/story/jll-arranges-135m-debt-and-equity-for-yonkers-apartment-tower Private Wealth Dailyen 2026-10-28T23:30:50.450Z JLL arranges $135M debt and equity for Yonkers apartment tower https://www.privatewealthdaily.com/story/dol-to-issue-final-pbm-fee-disclosure-rule-thursday Private Wealth Dailyen 2026-10-28T23:29:35.936Z DOL to issue final PBM fee disclosure rule Thursday https://www.privatewealthdaily.com/story/raymond-james-posts-record-fiscal-2026-net-revenue-of-15-79-billion Private Wealth Dailyen 2026-10-28T22:42:04.728Z Raymond James posts record fiscal 2026 net revenue of $15.79 billion https://www.privatewealthdaily.com/story/tcw-s-tpay-asset-backed-fund-nears-600-million-in-aum Private Wealth Dailyen 2026-10-28T22:38:31.138Z TCW's TPAY asset-backed fund nears $600 million in AUM https://www.privatewealthdaily.com/story/tyko-capital-lends-817m-for-miami-faena-condo-towers Private Wealth Dailyen 2026-10-28T22:04:04.203Z Tyko Capital lends $817M for Miami Faena condo towers https://www.privatewealthdaily.com/story/aviva-invests-50m-in-tokenized-sterling-fund-shares-on-xrp-ledger Private Wealth Dailyen 2026-10-28T22:03:54.055Z Aviva invests £50m in tokenized sterling fund shares on XRP Ledger https://www.privatewealthdaily.com/story/namdar-pays-62m-for-71-fifth-avenue-leasehold Private Wealth Dailyen 2026-10-28T22:02:00.914Z Namdar pays $62M for 71 Fifth Avenue leasehold https://www.privatewealthdaily.com/story/standard-real-estate-and-endeavor-sell-174-288-sq-ft-cobalt-center Private Wealth Dailyen 2026-10-28T22:01:15.859Z Standard Real Estate and Endeavor sell 174,288 sq ft Cobalt center https://www.privatewealthdaily.com/story/axis-capital-q3-net-income-falls-32-as-combined-ratio-climbs-to-94 Private Wealth Dailyen 2026-10-28T22:00:38.071Z Axis Capital Q3 net income falls 32% as combined ratio climbs to 94% https://www.privatewealthdaily.com/story/enstar-s-cavello-bay-covers-2-3-billion-of-markel-run-off-reserves Private Wealth Dailyen 2026-10-28T21:59:55.256Z Enstar's Cavello Bay covers $2.3 billion of Markel run-off reserves https://www.privatewealthdaily.com/story/industrial-outdoor-storage-demand-rises-with-the-data-center-buildout Private Wealth Dailyen 2026-10-28T21:12:00.537Z Industrial outdoor storage demand rises with the data center buildout https://www.privatewealthdaily.com/story/raymond-james-lands-460m-father-son-team-from-wells-fargo Private Wealth Dailyen 2026-10-28T21:12:00.299Z Raymond James lands $460M father-son team from Wells Fargo https://www.privatewealthdaily.com/story/essex-raises-2026-guidance-as-northern-california-rents-climb-7-3 Private Wealth Dailyen 2026-10-28T20:49:14.329Z Essex raises 2026 guidance as Northern California rents climb 7.3% https://www.privatewealthdaily.com/story/high-net-worth-practices-outsource-tax-planning-most-at-55 Private Wealth Dailyen 2026-10-28T20:07:29.775Z High-net-worth practices outsource tax planning most, at 55% https://www.privatewealthdaily.com/story/bxp-revenue-rises-4-6-with-7-times-square-sale-in-talks Private Wealth Dailyen 2026-10-28T19:43:12.653Z BXP revenue rises 4.6% with 7 Times Square sale in talks https://www.privatewealthdaily.com/story/kbra-assigns-a-to-us-signal-s-525-million-data-center-abs Private Wealth Dailyen 2026-10-28T19:42:27.310Z KBRA assigns preliminary A- to up to $525 million US Signal ABS https://www.privatewealthdaily.com/story/fed-holds-at-3-75-4-with-two-dissents Private Wealth Dailyen 2026-10-28T19:39:50.274Z Fed holds at 3.75%–4% with two dissents https://www.privatewealthdaily.com/story/tata-communications-plans-450-million-india-fiber-build Private Wealth Dailyen 2026-10-28T19:38:49.426Z Tata Communications plans $450 million India fiber build https://www.privatewealthdaily.com/story/vertiv-q3-sales-rise-61-and-orders-double Private Wealth Dailyen 2026-10-28T19:38:42.983Z Vertiv Q3 sales rise 61% and orders double https://www.privatewealthdaily.com/story/blackrock-survey-finds-92-of-high-growth-plan-advisors-use-ai Private Wealth Dailyen 2026-10-28T19:38:09.664Z BlackRock survey finds 92% of high-growth plan advisors use AI https://www.privatewealthdaily.com/story/california-finalizes-solvency-rules-covering-ai-and-cyber-risk Private Wealth Dailyen 2026-10-28T19:38:09.664Z California finalizes solvency rules covering AI and cyber risk https://www.privatewealthdaily.com/story/hackers-used-ai-agents-to-target-2-250-microsoft-365-organizations Private Wealth Dailyen 2026-10-28T18:53:39.289Z Hackers used AI agents against over 2,250 Microsoft 365 organizations https://www.privatewealthdaily.com/story/cms-energy-expects-michigan-data-center-permitting-progress-after-midterms Private Wealth Dailyen 2026-10-28T18:52:49.995Z CMS Energy expects Michigan data center permitting progress after midterms https://www.privatewealthdaily.com/story/capital-group-13-of-advisors-use-ai-beyond-basics Private Wealth Dailyen 2026-10-28T18:48:42.111Z Capital Group: 13% of advisors use AI beyond basics https://www.privatewealthdaily.com/story/cat-losses-top-100-billion-for-a-sixth-straight-year Private Wealth Dailyen 2026-10-28T18:12:37.667Z Insured cat losses top $100 billion for sixth straight year https://www.privatewealthdaily.com/story/san-francisco-reclaims-vts-office-demand-lead-with-21-point-gain Private Wealth Dailyen 2026-10-28T18:06:18.599Z San Francisco reclaims VTS office demand lead with 21-point gain https://www.privatewealthdaily.com/story/advisors-weigh-trump-accounts-as-a-gifting-tool Private Wealth Dailyen 2026-10-28T18:06:14.752Z Advisors weigh Trump accounts as a gifting tool https://www.privatewealthdaily.com/story/kimco-takes-preferred-equity-in-fritz-farm-recap Private Wealth Dailyen 2026-10-28T18:06:03.764Z Kimco takes preferred equity in Fritz Farm recap https://www.privatewealthdaily.com/story/84-of-cnbc-financial-advisor-100-never-appear-in-ai-answers Private Wealth Dailyen 2026-10-28T18:04:40.347Z 84 of CNBC Financial Advisor 100 never appear in AI answers https://www.privatewealthdaily.com/story/t-rowe-price-plans-15-alts-salespeople-for-advisors-by-year-end Private Wealth Dailyen 2026-10-28T18:03:27.879Z T. Rowe Price plans 15 alts salespeople for advisors by year-end https://www.privatewealthdaily.com/story/nine-firms-cut-68-000-btc-of-bitcoin-etf-exposure Private Wealth Dailyen 2026-10-28T17:25:19.426Z Nine firms cut 68,000 BTC of bitcoin ETF exposure https://www.privatewealthdaily.com/story/wells-fargo-funds-82m-oakland-affordable-housing-build Private Wealth Dailyen 2026-10-28T17:20:50.709Z Wells Fargo funds $82M Oakland affordable housing build https://www.privatewealthdaily.com/story/lincoln-dra-buy-299-000-sf-portland-industrial-portfolio Private Wealth Dailyen 2026-10-28T17:18:11.182Z Lincoln, DRA buy 299,000 SF Portland industrial portfolio https://www.privatewealthdaily.com/story/schwab-offers-4-800-credit-for-claude-enterprise-seats Private Wealth Dailyen 2026-10-28T17:18:10.990Z Schwab offers $4,800 credit for Claude enterprise seats https://www.privatewealthdaily.com/story/deutsche-bank-seeks-fourth-extension-on-521-fifth-foreclosure Private Wealth Dailyen 2026-10-28T17:17:51.965Z Deutsche Bank seeks fourth extension on 521 Fifth foreclosure https://www.privatewealthdaily.com/story/ubs-americas-net-advisor-count-falls-43-in-q3 Private Wealth Dailyen 2026-10-28T17:17:48.197Z UBS Americas net advisor count falls 43 in Q3 https://www.privatewealthdaily.com/story/uk-ties-data-center-grid-priority-to-a-community-covenant Private Wealth Dailyen 2026-10-28T17:15:38.892Z UK budget ties critical data center grid access to community pledges https://www.privatewealthdaily.com/story/eu-platform-eurosif-urge-efrag-to-drop-mixed-approach-in-non-eu-esrs Private Wealth Dailyen 2026-10-28T17:15:03.421Z EU Platform, Eurosif urge EFRAG to drop mixed approach in non-EU ESRS https://www.privatewealthdaily.com/story/ron-surz-says-qdia-managed-accounts-skip-the-participant-conversation Private Wealth Dailyen 2026-10-28T17:14:41.024Z Ron Surz says QDIA managed accounts skip the participant conversation https://www.privatewealthdaily.com/story/schwab-ceo-pledges-to-keep-serving-rias-under-100m Private Wealth Dailyen 2026-10-28T17:12:48.793Z Schwab CEO pledges to keep serving RIAs under $100M https://www.privatewealthdaily.com/story/j-p-morgan-s-scott-and-atwood-launch-ria-with-18-6-billion Private Wealth Dailyen 2026-10-28T17:08:06.534Z J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion https://www.privatewealthdaily.com/story/vestmark-adds-allspring-to-tax-aware-model-portfolio-platform Private Wealth Dailyen 2026-10-28T16:23:58.319Z Vestmark and Allspring build tax-aware model portfolios https://www.privatewealthdaily.com/story/dst-interests-need-four-documents-when-the-holder-dies Private Wealth Dailyen 2026-10-28T16:19:30.869Z DST interests need four documents when the holder dies https://www.privatewealthdaily.com/story/sagard-and-la-caisse-jv-add-second-east-bay-ios-site Private Wealth Dailyen 2026-10-28T16:18:40.382Z Sagard and La Caisse JV add second East Bay IOS site https://www.privatewealthdaily.com/story/barings-tells-insurers-to-review-ig-clo-allocations Private Wealth Dailyen 2026-10-28T16:18:29.076Z Barings tells insurers to review IG CLO allocations https://www.privatewealthdaily.com/story/doe-commits-10-1-billion-in-loans-to-constellation-and-alliant Private Wealth Dailyen 2026-10-28T16:17:02.003Z DOE commits $10.1 billion in loans to Constellation and Alliant https://www.privatewealthdaily.com/story/swiss-re-says-property-rate-cuts-outpace-risk-repricing Private Wealth Dailyen 2026-10-28T15:28:55.273Z Swiss Re says property rate cuts outpace risk repricing https://www.privatewealthdaily.com/story/itemizers-face-0-5-agi-floor-on-2026-charitable-gifts Private Wealth Dailyen 2026-10-28T15:24:26.895Z Itemizers face 0.5% AGI floor on 2026 charitable gifts https://www.privatewealthdaily.com/story/j-p-morgan-finances-wood-partners-372-unit-village-park Private Wealth Dailyen 2026-10-28T15:24:05.249Z J.P. Morgan finances Wood Partners' 372-unit Village Park https://www.privatewealthdaily.com/story/washington-state-s-9-9-millionaire-tax-creates-a-marriage-penalty Private Wealth Dailyen 2026-10-28T15:23:15.707Z Washington's 9.9% millionaire tax would create a marriage penalty https://www.privatewealthdaily.com/story/ancala-files-2-2-billion-offering-for-fourth-infrastructure-fund Private Wealth Dailyen 2026-10-28T15:11:29.732Z Ancala files $2.2 billion offering for fourth infrastructure fund https://www.privatewealthdaily.com/story/artemis-files-for-third-healthcare-real-estate-fund Private Wealth Dailyen 2026-10-28T15:08:13.402Z Artemis files for third healthcare real estate fund https://www.privatewealthdaily.com/story/nxera-signs-non-binding-power-mou-with-sembcorp Private Wealth Dailyen 2026-10-28T14:49:55.517Z Nxera signs non-binding power MoU with Sembcorp https://www.privatewealthdaily.com/story/microsoft-signs-two-japan-solar-ppas-with-macquarie-s-blueleaf Private Wealth Dailyen 2026-10-28T14:49:36.629Z Microsoft signs two Japan solar PPAs with Macquarie's Blueleaf https://www.privatewealthdaily.com/story/gingerah-energy-files-1gw-off-grid-data-center-in-western-australia Private Wealth Dailyen 2026-10-28T14:49:18.681Z Gingerah Energy files 1GW off-grid data center in Western Australia https://www.privatewealthdaily.com/story/us-signal-acquires-hillsboro-data-center-with-4-5mw-on-site Private Wealth Dailyen 2026-10-28T14:49:00.811Z US Signal acquires Hillsboro data center with 4.5MW on site https://www.privatewealthdaily.com/story/am-best-affirms-legal-general-ratings-with-stable-outlook Private Wealth Dailyen 2026-10-28T14:48:23.347Z AM Best affirms Legal & General ratings with stable outlook https://www.privatewealthdaily.com/story/excess-ira-contributions-have-two-fixes-after-the-oct-15-deadline Private Wealth Dailyen 2026-10-28T14:47:40.685Z Excess IRA contributions have two fixes after the Oct. 15 deadline https://www.privatewealthdaily.com/story/dtcc-goes-live-with-tokenization-service-covering-30-trillion Private Wealth Dailyen 2026-10-28T14:46:34.924Z DTCC goes live with tokenization service covering $30 trillion https://www.privatewealthdaily.com/story/riverstreet-files-chapter-11-to-sell-broadband-network-to-oaktree Private Wealth Dailyen 2026-10-28T14:45:44.065Z RiverStreet files Chapter 11 to sell broadband network to Oaktree https://www.privatewealthdaily.com/story/13-states-attempted-data-center-moratoriums-in-2026 Private Wealth Dailyen 2026-10-28T14:45:21.501Z 13 states attempted data center moratoriums in 2026 https://www.privatewealthdaily.com/story/fcc-approves-amazon-s-11-5-billion-globalstar-acquisition Private Wealth Dailyen 2026-10-28T14:43:50.749Z FCC approves Amazon's $11.5 billion Globalstar acquisition https://www.privatewealthdaily.com/story/state-street-adds-daily-nav-pricing-for-apollo-s-850bn-credit-arm Private Wealth Dailyen 2026-10-28T14:43:37.787Z State Street adds daily NAV pricing for Apollo's $850bn credit arm https://www.privatewealthdaily.com/story/seven-real-estate-deals-total-1-22-billion-in-a-day Private Wealth Dailyen 2026-10-28T14:21:28.563Z Seven real estate deals total $1.22 billion on Oct. 27 https://www.privatewealthdaily.com/story/ferrovial-p3-road-assets-drove-performance-in-p3-bulletin-roundup Private Wealth Dailyen 2026-10-28T14:06:52.606Z Ferrovial's road P3 gains lead P3 Bulletin roundup https://www.privatewealthdaily.com/story/psers-commits-125-million-to-sterling-grocery-anchored-fund Private Wealth Dailyen 2026-10-28T14:06:15.925Z PSERS commits $125 million to Sterling grocery-anchored fund https://www.privatewealthdaily.com/story/maryland-pension-commits-175-million-to-abacus-and-ta-realty-funds Private Wealth Dailyen 2026-10-28T14:06:11.960Z Maryland pension commits $175 million to Abacus and TA Realty funds https://www.privatewealthdaily.com/story/betanxt-adds-pave-finance-portfolio-construction-software Private Wealth Dailyen 2026-10-28T14:04:52.259Z BetaNXT to add Pave Finance portfolio software https://www.privatewealthdaily.com/story/tpg-in-talks-to-buy-ark-data-centres-for-5-billion Private Wealth Dailyen 2026-10-28T14:03:47.769Z TPG in talks to buy Ark Data Centres for $5 billion https://www.privatewealthdaily.com/story/kkr-buys-49-of-alexandria-s-campus-point-entity-for-475-million Private Wealth Dailyen 2026-10-28T14:03:30.404Z KKR buys 49% of Alexandria's Campus Point entity for $475 million https://www.privatewealthdaily.com/story/liability-management-tally-hits-14-in-q3 Private Wealth Dailyen 2026-10-28T14:02:22.053Z Liability management tally hits 14 in Q3 https://www.privatewealthdaily.com/story/tree-line-closes-680m-continuation-vehicle-with-pgim-and-lgt Private Wealth Dailyen 2026-10-28T14:02:07.199Z Tree Line closes $680m continuation vehicle with PGIM and LGT https://www.privatewealthdaily.com/story/fp-transitions-urges-enterprise-value-baseline-before-2027-goals Private Wealth Dailyen 2026-10-28T14:01:52.608Z FP Transitions urges enterprise-value baseline before 2027 goals https://www.privatewealthdaily.com/story/reprisk-finds-biodiversity-overtakes-carbon-in-greenwashing-risk Private Wealth Dailyen 2026-10-28T14:01:45.170Z RepRisk finds biodiversity overtakes carbon in greenwashing risk https://www.privatewealthdaily.com/story/recruiting-scoreboard-2026-09 Private Wealth Dailyen 2026-10-28T14:00:41.560Z Recruiting scoreboard: client assets at public wealth firms in September 2026 https://www.privatewealthdaily.com/story/citizens-adds-1-2-billion-newport-beach-team-from-ameriprise Private Wealth Dailyen 2026-10-28T13:59:30.899Z Citizens adds $1.2 billion Newport Beach team from Ameriprise https://www.privatewealthdaily.com/story/google-to-fund-arkansas-grid-for-a-600-mw-data-center Private Wealth Dailyen 2026-10-28T13:23:51.963Z Google to fund Arkansas grid for a 600 MW data center https://www.privatewealthdaily.com/story/etf-launches-fall-to-eight-in-week-to-oct-27-an-eight-week-low Private Wealth Dailyen 2026-10-28T13:19:43.983Z ETF launches fall to eight in week to Oct. 27, an eight-week low https://www.privatewealthdaily.com/story/irs-makes-one-section-351-etf-swap-taxable-lists-others-for-review Private Wealth Dailyen 2026-10-28T13:06:18.677Z IRS makes one Section 351 ETF swap taxable, lists others for review https://www.privatewealthdaily.com/story/invesco-rafi-strategic-us-etf-tops-1-billion-in-assets Private Wealth Dailyen 2026-10-28T12:39:34.384Z Invesco RAFI Strategic US ETF tops $1 billion in assets https://www.privatewealthdaily.com/story/dbs-survey-finds-88-of-large-firms-use-or-pilot-tokenized-money Private Wealth Dailyen 2026-10-28T12:37:34.090Z DBS survey finds 88% of large firms use or pilot tokenized money https://www.privatewealthdaily.com/story/google-previews-mpc-custody-system-for-banks-tokenized-assets Private Wealth Dailyen 2026-10-28T12:37:27.362Z Google previews MPC security system for crypto and tokenized assets https://www.privatewealthdaily.com/story/deutsche-bank-reports-32-billion-in-q3-sustainable-finance Private Wealth Dailyen 2026-10-28T12:37:27.208Z Deutsche Bank reports €32 billion in Q3 sustainable finance https://www.privatewealthdaily.com/story/quantum-dc-seeks-approval-for-1-2gw-adelaide-data-center-campus Private Wealth Dailyen 2026-10-28T12:36:20.672Z Quantum DC seeks approval for 1.2GW Adelaide data center campus https://www.privatewealthdaily.com/story/spot-bitcoin-etfs-add-176m-as-ibit-and-fbtc-take-it-all Private Wealth Dailyen 2026-10-28T12:35:24.151Z Spot bitcoin ETFs add $176M as IBIT and FBTC take it all https://www.privatewealthdaily.com/story/tropical-forest-finance-facility-seeks-100bn-from-bond-investors Private Wealth Dailyen 2026-10-28T12:20:28.130Z Tropical Forest Finance Facility seeks $100bn from bond investors https://www.privatewealthdaily.com/story/catholic-sisters-anchor-charism-capital-s-25-million-first-close Private Wealth Dailyen 2026-10-28T11:47:19.676Z Catholic sisters anchor Charism Capital's $25 million first close https://www.privatewealthdaily.com/story/impact-investing-assets-reach-1-8-trillion Private Wealth Dailyen 2026-10-28T11:44:25.334Z Impact investing assets under management reach $1.8 trillion https://www.privatewealthdaily.com/story/ita-unibanco-files-crypto-brokerage-notice-with-brazil-s-central-bank Private Wealth Dailyen 2026-10-28T10:55:12.485Z Itaú Unibanco files crypto brokerage notice with Brazil's central bank https://www.privatewealthdaily.com/story/more-than-20-000-us-employers-offer-an-ichra-up-53-in-a-year Private Wealth Dailyen 2026-10-28T10:55:12.301Z More than 20,000 US businesses offer an ICHRA, up 53% from 2025 https://www.privatewealthdaily.com/story/allianzgi-leads-kkr-s-first-direct-lending-continuation-vehicle Private Wealth Dailyen 2026-10-28T10:53:51.339Z AllianzGI leads KKR's first direct lending continuation vehicle https://www.privatewealthdaily.com/story/accelerated-wealth-partners-hires-focus-veteran-josh-bronfman-to-lead-m-a Private Wealth Dailyen 2026-10-28T10:53:43.112Z Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A https://www.privatewealthdaily.com/story/nvidia-preussenelektra-weigh-ai-data-centers-at-former-nuclear-sites Private Wealth Dailyen 2026-10-28T10:13:26.787Z Nvidia, PreussenElektra weigh AI data centers at former nuclear sites https://www.privatewealthdaily.com/story/securitize-issuer-of-blackrock-s-buidl-adds-stellar Private Wealth Dailyen 2026-10-28T10:13:02.407Z Securitize, issuer of BlackRock's BUIDL, adds Stellar https://www.privatewealthdaily.com/story/concurrent-practifi-and-vanilla-urge-agentic-ai-for-routine-work Private Wealth Dailyen 2026-10-28T10:09:58.579Z Concurrent, Practifi and Vanilla urge agentic AI for routine work https://www.privatewealthdaily.com/story/sycamore-tree-closes-504-million-clo-of-u-s-syndicated-loans Private Wealth Dailyen 2026-10-28T08:38:29.625Z Sycamore Tree closes $504 million CLO of U.S. syndicated loans https://www.privatewealthdaily.com/story/janney-adds-3-5b-houston-team-from-raymond-james Private Wealth Dailyen 2026-10-28T08:32:20.521Z Janney adds $3.5B Houston team from Raymond James https://www.privatewealthdaily.com/story/nationwide-small-cap-fund-leads-capital-gains-estimates-at-57-of-nav Private Wealth Dailyen 2026-10-28T07:21:12.795Z Nationwide small-cap fund leads capital gains estimates at 57% of NAV https://www.privatewealthdaily.com/story/datavault-ai-falls-49-6-after-bitcoin-withdrawal-stalls Private Wealth Dailyen 2026-10-28T05:40:11.776Z Datavault AI falls 49.6% after bitcoin withdrawal stalls https://www.privatewealthdaily.com/story/vaneck-launches-wealth-builder-etf-with-bitcoin-sleeve-at-0-26-fee Private Wealth Dailyen 2026-10-28T04:58:28.233Z VanEck launches Wealth Builder ETF with bitcoin sleeve at 0.26% fee https://www.privatewealthdaily.com/story/capital-a-management-brings-tax-and-medicare-planning-in-house Private Wealth Dailyen 2026-10-28T04:54:53.415Z Capital A Management brings tax and Medicare planning in-house https://www.privatewealthdaily.com/story/morgan-stanley-cuts-north-haven-bdc-base-fee-to-1-in-merger Private Wealth Dailyen 2026-10-28T03:29:31.435Z Morgan Stanley cuts North Haven BDC base fee to 1% in merger https://www.privatewealthdaily.com/story/lpl-cuts-commonwealth-retention-forecast-to-83 Private Wealth Dailyen 2026-10-28T00:20:30.217Z LPL cuts Commonwealth retention forecast to 83% https://www.privatewealthdaily.com/story/schwab-sets-feb-17-2027-for-first-national-ria-day Private Wealth Dailyen 2026-10-28T00:17:10.913Z Schwab sets Feb. 17, 2027 for first National RIA Day https://www.privatewealthdaily.com/story/asn-has-28-ria-launches-in-2026-up-from-about-23-last-year Private Wealth Dailyen 2026-10-28T00:15:33.585Z ASN has 28 RIA launches in 2026, up from about 23 last year https://www.privatewealthdaily.com/story/pccp-lends-163-9m-for-426-unit-paramus-apartment-project Private Wealth Dailyen 2026-10-27T23:07:45.568Z PCCP lends $163.9M for 426-unit Paramus apartment project https://www.privatewealthdaily.com/story/bessent-says-stablecoin-growth-extends-dollar-reach-and-treasury-demand Private Wealth Dailyen 2026-10-27T21:58:32.192Z Bessent says stablecoin growth extends dollar reach and Treasury demand https://www.privatewealthdaily.com/story/john-hancock-mit-preparedness-index-holds-at-60-caregiving-scores-43 Private Wealth Dailyen 2026-10-27T21:56:58.235Z John Hancock-MIT longevity index stays at 60; caregiving lags at 43 https://www.privatewealthdaily.com/story/renaissancere-posts-161-4-million-loss-on-bond-markdowns Private Wealth Dailyen 2026-10-27T21:56:27.918Z RenaissanceRe posts $161.4 million loss on bond markdowns https://www.privatewealthdaily.com/story/buyer-selected-for-vacant-san-francisco-centre Private Wealth Dailyen 2026-10-27T21:56:27.195Z Seven Equity reported as possible buyer of San Francisco Centre https://www.privatewealthdaily.com/story/wallace-finance-builds-ai-digital-twin-tool-for-ria-roll-up-diligence Private Wealth Dailyen 2026-10-27T21:53:56.410Z Wallace Finance builds AI digital-twin tool for RIA roll-up diligence