https://www.privatewealthdaily.com/story/anthropic-files-for-nasdaq-ipo-at-1-5-trillion-to-2-trillion-valuation Private Wealth Dailyen 2026-10-30T20:27:36.396Z Anthropic files for Nasdaq IPO at $1.5 trillion to $2 trillion valuation https://www.privatewealthdaily.com/story/weil-gotshal-to-vacate-447-000-sq-ft-at-gm-building Private Wealth Dailyen 2026-10-30T20:25:06.489Z Weil Gotshal to vacate 447,000 sq ft at GM Building https://www.privatewealthdaily.com/story/irvine-company-refinances-playa-vista-apartments-with-157m-fannie-loan Private Wealth Dailyen 2026-10-30T20:24:35.635Z Irvine Company refinances Playa Vista apartments with $157M Fannie loan https://www.privatewealthdaily.com/story/irs-ruling-opens-401-h-surplus-to-active-workers-59-and-up Private Wealth Dailyen 2026-10-30T20:24:04.835Z IRS extends 401(h) medical benefits to in-service-eligible workers https://www.privatewealthdaily.com/story/chetrit-lands-55m-maxim-loan-for-1384-broadway Private Wealth Dailyen 2026-10-30T20:23:15.439Z Chetrit lands $55M Maxim loan for 1384 Broadway https://www.privatewealthdaily.com/story/scor-q3-net-income-falls-4-8-to-206-million Private Wealth Dailyen 2026-10-30T20:23:11.421Z Scor Q3 net income falls 4.8% to €206 million https://www.privatewealthdaily.com/story/standard-communities-buys-philadelphia-apartments-for-29-3m Private Wealth Dailyen 2026-10-30T19:32:21.949Z Standard Communities buys Philadelphia apartments for $29.3M https://www.privatewealthdaily.com/story/fp-transitions-says-ria-m-a-could-set-a-record-in-2026 Private Wealth Dailyen 2026-10-30T19:32:21.614Z FP Transitions says RIA M&A could set a record in 2026 https://www.privatewealthdaily.com/story/u-s-investment-sales-reach-389b-through-q3-multifamily-leads Private Wealth Dailyen 2026-10-30T18:47:35.558Z U.S. investment sales reach $389B through Q3, multifamily leads https://www.privatewealthdaily.com/story/multifamily-maturity-wall-needs-6-8b-in-fresh-equity Private Wealth Dailyen 2026-10-30T18:47:25.697Z Multifamily maturity wall needs $6.8B in fresh equity https://www.privatewealthdaily.com/story/first-trust-asks-sec-to-allow-vote-free-sub-adviser-swaps-at-22-funds Private Wealth Dailyen 2026-10-30T18:33:21.862Z First Trust asks SEC to allow vote-free sub-adviser swaps at 22 funds https://www.privatewealthdaily.com/story/apella-buys-332m-kilner-capital-in-its-31st-deal Private Wealth Dailyen 2026-10-30T18:10:52.741Z Apella buys $332M-AUM Kilner Capital, its 31st deal https://www.privatewealthdaily.com/story/mesirow-closes-flexpath-3-38-purchase Private Wealth Dailyen 2026-10-30T18:10:06.005Z Mesirow closes flexPATH 3(38) purchase https://www.privatewealthdaily.com/story/am-best-reviews-providence-washington-rating-after-falvey-sale Private Wealth Dailyen 2026-10-30T18:08:21.499Z AM Best reviews Providence Washington after Falvey sale agreement https://www.privatewealthdaily.com/story/am-best-assigns-b-to-balboa-re-a-turks-and-caicos-captive Private Wealth Dailyen 2026-10-30T18:08:21.243Z AM Best assigns B++ to Balboa Re, a Turks and Caicos captive https://www.privatewealthdaily.com/story/trepp-flags-1-11-billion-of-sasb-interest-shortfalls-in-77-deals Private Wealth Dailyen 2026-10-30T18:08:20.960Z Trepp flags $1.11 billion of SASB interest shortfalls in 77 deals https://www.privatewealthdaily.com/story/equinix-bookings-climb-35-to-533m-guidance-raised-again Private Wealth Dailyen 2026-10-30T18:08:20.663Z Equinix bookings climb 35% to $533M, guidance raised again https://www.privatewealthdaily.com/story/document-childless-clients-estate-plans-bowditch-partner-says Private Wealth Dailyen 2026-10-30T18:06:57.394Z Document childless clients' estate plans, Bowditch partner says https://www.privatewealthdaily.com/story/griffin-capital-fills-23-5m-build-to-rent-dst Private Wealth Dailyen 2026-10-30T17:25:14.514Z Griffin Capital fills $23.5M build-to-rent DST https://www.privatewealthdaily.com/story/adler-secures-212-8-million-for-light-industrial-portfolio Private Wealth Dailyen 2026-10-30T17:24:26.785Z Adler secures $212.8 million for light industrial portfolio https://www.privatewealthdaily.com/story/european-direct-lending-is-400bn-a-third-of-private-credit Private Wealth Dailyen 2026-10-30T17:24:23.288Z European direct lending is $400bn, a third of private credit https://www.privatewealthdaily.com/story/xcel-raises-five-year-capital-plan-17-to-70-billion Private Wealth Dailyen 2026-10-30T17:24:05.638Z Xcel raises five-year capital plan 17% to $70 billion https://www.privatewealthdaily.com/story/thailand-s-sec-sets-issb-reporting-for-set50-companies-in-2027 Private Wealth Dailyen 2026-10-30T17:22:00.282Z Thailand's SEC sets ISSB reporting for SET50 companies in 2027 https://www.privatewealthdaily.com/story/hitachi-nuclear-revenue-rises-48-ahead-of-2030-smr-delivery Private Wealth Dailyen 2026-10-30T17:21:46.917Z Hitachi nuclear revenue rises 48% ahead of 2030 SMR delivery https://www.privatewealthdaily.com/story/edf-and-cure-ask-regulators-to-test-gas-plant-forecasts Private Wealth Dailyen 2026-10-30T17:21:05.641Z EDF and CURE ask regulators to test gas plant forecasts https://www.privatewealthdaily.com/story/affluent-us-investors-put-retirement-cost-at-2-6m-and-hold-52-of-it Private Wealth Dailyen 2026-10-30T16:30:19.346Z Affluent US investors put retirement cost at $2.6M and hold 52% of it https://www.privatewealthdaily.com/story/advisor360-names-dixit-cto-as-dispatch-hires-hightower-s-ex-coo Private Wealth Dailyen 2026-10-30T16:29:03.179Z Advisor360 names Dixit CTO as Dispatch hires Hightower's ex-COO https://www.privatewealthdaily.com/story/29-of-retiring-advisors-lack-a-succession-plan Private Wealth Dailyen 2026-10-30T16:28:31.518Z 29% of retiring advisors lack a succession plan https://www.privatewealthdaily.com/story/first-eagle-private-credit-fund-files-issuer-tender-offer Private Wealth Dailyen 2026-10-30T16:26:48.763Z First Eagle Private Credit Fund files issuer tender offer https://www.privatewealthdaily.com/story/virgin-media-o2-nears-openreach-deal-to-pause-its-fiber-build Private Wealth Dailyen 2026-10-30T16:00:46.203Z Virgin Media O2 nears Openreach deal to pause its fiber build https://www.privatewealthdaily.com/story/greystone-provides-109-million-freddie-mac-refi-for-bread-building Private Wealth Dailyen 2026-10-30T15:56:56.706Z Greystone provides $109 million Freddie Mac refi for Bread Building https://www.privatewealthdaily.com/story/arctrust-edison-equity-break-ground-on-175-unit-austin-55-project Private Wealth Dailyen 2026-10-30T15:56:29.200Z ARCTRUST, Edison Equity break ground on 175-unit Austin 55+ project https://www.privatewealthdaily.com/story/truist-u-s-bank-and-pnc-lost-four-large-advisor-teams-in-four-weeks Private Wealth Dailyen 2026-10-30T15:38:26.148Z Truist, U.S. Bank and PNC lost four large advisor teams in four weeks https://www.privatewealthdaily.com/story/contrada-launches-housing-dislocation-fund-with-developer-anchor Private Wealth Dailyen 2026-10-30T15:04:45.056Z Contrada launches housing dislocation fund with developer anchor https://www.privatewealthdaily.com/story/tax-planning-framework-targets-rmds-and-the-widow-s-penalty Private Wealth Dailyen 2026-10-30T15:03:12.406Z Tax planning framework targets RMDs and the widow's penalty https://www.privatewealthdaily.com/story/japan-cre-investment-reaches-record-14-4b-in-third-quarter Private Wealth Dailyen 2026-10-30T15:02:29.629Z Japan CRE investment reaches record $14.4B in third quarter https://www.privatewealthdaily.com/story/asia-pacific-commercial-property-investment-reaches-65-6-billion-in-q3 Private Wealth Dailyen 2026-10-30T15:02:00.930Z Asia Pacific commercial property investment reaches $65.6 billion in Q3 https://www.privatewealthdaily.com/story/enterprise-rias-hold-58-of-ria-assets Private Wealth Dailyen 2026-10-30T14:59:06.734Z Enterprise RIAs hold 58% of RIA assets https://www.privatewealthdaily.com/story/kroll-and-stepstone-launch-pik-indicators-for-private-credit Private Wealth Dailyen 2026-10-30T14:12:23.634Z Kroll and StepStone launch PIK indicators for private credit https://www.privatewealthdaily.com/story/sirianni-names-three-priorities-for-ai-resistant-practices Private Wealth Dailyen 2026-10-30T14:12:16.045Z Sirianni names three priorities for AI-resistant practices https://www.privatewealthdaily.com/story/fcc-seeks-comment-on-482-mhz-of-satellite-to-handset-spectrum Private Wealth Dailyen 2026-10-30T13:35:41.635Z FCC seeks comment on 482 MHz for direct-to-device service https://www.privatewealthdaily.com/story/dayone-and-blue-whale-to-study-battery-vpp-at-singapore-data-center Private Wealth Dailyen 2026-10-30T13:35:16.767Z DayOne and Blue Whale to study battery VPP at Singapore data center https://www.privatewealthdaily.com/story/amazon-capex-tops-77-billion-as-aws-revenue-rises-39 Private Wealth Dailyen 2026-10-30T13:33:38.256Z Amazon capex tops $77 billion as AWS revenue rises 39% https://www.privatewealthdaily.com/story/hyundai-approves-ai-data-center-at-6-74bn-saemangeum-site Private Wealth Dailyen 2026-10-30T13:32:46.642Z Hyundai approves AI data center at $6.74bn Saemangeum site https://www.privatewealthdaily.com/story/l-t-s-vyoma-ai-breaks-ground-on-52mw-chennai-data-center Private Wealth Dailyen 2026-10-30T13:32:35.356Z L&T's Vyoma.AI breaks ground on 52MW Chennai data center https://www.privatewealthdaily.com/story/ares-holds-8-billion-first-close-for-senior-direct-lending Private Wealth Dailyen 2026-10-30T13:32:28.837Z Ares holds $8 billion first close for senior direct lending https://www.privatewealthdaily.com/story/cno-cedes-270-million-colonial-penn-life-reserves-to-captive Private Wealth Dailyen 2026-10-30T12:56:28.398Z CNO cedes $270 million Colonial Penn life reserves to captive https://www.privatewealthdaily.com/story/lgps-pools-urged-to-hold-private-assets-in-rifs Private Wealth Dailyen 2026-10-30T12:55:23.840Z LGPS pools urged to hold private assets in RIFs https://www.privatewealthdaily.com/story/only-16-of-americans-feel-very-knowledgeable-about-retirement-healthcare-costs Private Wealth Dailyen 2026-10-30T12:53:51.107Z Only 16% of Americans feel very knowledgeable about retirement healthcare costs https://www.privatewealthdaily.com/story/20-of-401-k-sponsors-offer-a-social-security-claiming-tool Private Wealth Dailyen 2026-10-30T12:50:51.336Z 20% of 401(k) sponsors offer a Social Security claiming tool https://www.privatewealthdaily.com/story/gem-and-regal-file-830m-in-fund-offerings Private Wealth Dailyen 2026-10-30T12:02:43.825Z GEM and Regal file $830M in fund offerings https://www.privatewealthdaily.com/story/private-credit-defaults-split-by-borrower-size Private Wealth Dailyen 2026-10-30T11:44:07.754Z Proskauer: sub-$25m EBITDA defaults rise to 2.2% https://www.privatewealthdaily.com/story/tpg-closes-10-4b-climate-raise-across-two-funds Private Wealth Dailyen 2026-10-30T11:21:25.541Z TPG closes $10.4B climate raise across two funds https://www.privatewealthdaily.com/story/renaissancere-extends-duration-to-4-2-years-and-locks-in-6-yields Private Wealth Dailyen 2026-10-30T11:21:14.101Z RenaissanceRe extends portfolio duration to 4.2 years https://www.privatewealthdaily.com/story/aon-puts-nine-month-insured-cat-losses-at-91-billion Private Wealth Dailyen 2026-10-30T11:19:40.049Z Aon puts nine-month insured cat losses at $91 billion https://www.privatewealthdaily.com/story/arch-capital-cio-flags-circular-ai-data-center-financing Private Wealth Dailyen 2026-10-30T11:18:18.266Z Arch Capital CIO flags circular AI data-center financing https://www.privatewealthdaily.com/story/healthspan-wealth-opens-early-access-to-health-event-advisor-platform Private Wealth Dailyen 2026-10-30T11:13:38.825Z Healthspan Wealth opens early access to health-event advisor platform https://www.privatewealthdaily.com/story/ameriprise-adds-258-huntington-advisors-in-bank-liftout Private Wealth Dailyen 2026-10-30T08:57:09.092Z Ameriprise adds 258 Huntington advisors in bank liftout https://www.privatewealthdaily.com/story/arevon-closes-120m-wells-fargo-tax-equity-for-illinois-solar Private Wealth Dailyen 2026-10-30T08:55:51.313Z Arevon closes $120M Wells Fargo tax equity for Illinois solar https://www.privatewealthdaily.com/story/ameriprise-to-add-29-cadence-advisors-managing-nearly-4b Private Wealth Dailyen 2026-10-30T08:55:40.913Z Ameriprise to add 29 Cadence advisors managing nearly $4B https://www.privatewealthdaily.com/story/janney-takes-3-3-billion-houston-team-from-raymond-james Private Wealth Dailyen 2026-10-30T08:53:53.390Z Janney takes $3.3 billion Houston team from Raymond James https://www.privatewealthdaily.com/story/ameriprise-q3-adjusted-eps-rises-14-as-assets-reach-1-8-trillion Private Wealth Dailyen 2026-10-30T08:16:37.354Z Ameriprise Q3 adjusted EPS rises 14% as assets reach $1.8 trillion https://www.privatewealthdaily.com/story/morningstar-core-bond-index-income-offsets-half-of-2026-price-loss Private Wealth Dailyen 2026-10-30T08:16:30.293Z Morningstar core bond index income offsets half of 2026 price loss https://www.privatewealthdaily.com/story/ai-bond-supply-seen-pushing-treasury-yields-higher Private Wealth Dailyen 2026-10-30T08:14:32.007Z AI bond supply seen pushing Treasury yields higher https://www.privatewealthdaily.com/story/gqg-s-us-equity-etf-goes-from-zero-tech-to-58 Private Wealth Dailyen 2026-10-30T03:42:04.459Z GQG's US equity ETF goes from zero tech to 58% https://www.privatewealthdaily.com/story/wsj-ad-warns-stock-issuers-on-tokenized-venue-liability Private Wealth Dailyen 2026-10-30T01:26:22.801Z WSJ ad warns stock issuers on tokenized venue liability https://www.privatewealthdaily.com/story/western-southern-lends-81m-for-charlotte-apartment-project Private Wealth Dailyen 2026-10-29T23:31:06.581Z Western-Southern lends $81M for Charlotte apartment project https://www.privatewealthdaily.com/story/schwab-survey-finds-53-of-rias-track-new-clients Private Wealth Dailyen 2026-10-29T21:56:36.962Z Schwab survey finds 53% of RIAs track new clients https://www.privatewealthdaily.com/story/maa-cuts-ffo-guidance-by-4-cents-as-sun-belt-rents-lag Private Wealth Dailyen 2026-10-29T21:56:30.077Z MAA cuts FFO guidance by 4 cents as Sun Belt rents lag https://www.privatewealthdaily.com/story/am-best-lifts-igi-holdings-credit-outlook-to-positive Private Wealth Dailyen 2026-10-29T21:55:54.139Z AM Best lifts IGI Holdings credit outlook to positive https://www.privatewealthdaily.com/story/hamilton-q3-net-income-falls-40-on-ukraine-claims Private Wealth Dailyen 2026-10-29T21:55:31.839Z Hamilton Q3 net income falls 40% on Ukraine claims https://www.privatewealthdaily.com/story/public-nav-reits-rise-1-6-in-q3-as-listed-reits-fall-6-2 Private Wealth Dailyen 2026-10-29T21:18:05.971Z Public NAV REITs rise 1.6% in Q3 as listed REITs fall 6.2% https://www.privatewealthdaily.com/story/greenoak-originates-52-million-loan-for-princeton-graduate-hotel Private Wealth Dailyen 2026-10-29T21:16:50.649Z GreenOak originated $52 million loan for Graduate by Hilton Princeton https://www.privatewealthdaily.com/story/lightstone-capital-lends-29-5m-on-102-unit-orange-lease-up Private Wealth Dailyen 2026-10-29T21:16:20.107Z Lightstone Capital lends $29.5M on 102-unit Orange lease-up https://www.privatewealthdaily.com/story/direxion-files-for-2x-anthropic-etfs-ahead-of-ipo Private Wealth Dailyen 2026-10-29T21:15:18.374Z Direxion files for 2x Anthropic ETFs ahead of IPO https://www.privatewealthdaily.com/story/silvercrest-discretionary-aum-falls-939-million-in-q3 Private Wealth Dailyen 2026-10-29T20:34:22.988Z Silvercrest discretionary AUM falls $939 million in Q3 https://www.privatewealthdaily.com/story/roxborough-buys-246-unit-fremont-apartments-for-109-4m Private Wealth Dailyen 2026-10-29T20:33:47.630Z Roxborough buys 246-unit Fremont apartments for $109.4M 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%