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In PWD coverage since September 24, 2026 · 16+ stories

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Vanguard data shows fewer high earners maxing out 401(k) deferrals

The max-out rate among $150,000-plus earners in Vanguard plans fell to 51% from 60% since 2018, and projections built on the old number need re-running.

Allocators · Oct 6KKR FS Income Trust Select meets all withdrawal requests after demand tops 5% cap

etps · Oct 5SEC approves Cboe BZX rule change for six Volatility Shares 3x ETFs

Allocators · Oct 2Partners Group splits €6.6bn evergreen fund into two portfolios after withdrawal cap

practice · Oct 1SEC proposes 20% performance fees for RIAs and a wider accredited-investor test

distribution · Sep 30SEC proposes 20% performance-based fee for advisers and looser interval fund redemptions

The Close · Sep 30SEC proposes letting advisers charge up to 20% performance fees on private funds

portfolio · Sep 29IRS ruling targets ETF conversions used to realign appreciated portfolios

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

the_wrap · Sep 29Blockchain.com seeks $500 million IPO at $4 billion to $6 billion valuation

Allocators · Sep 29SEC urges sharper private-asset valuations as liquidity pressure builds

debt · Sep 28Multifamily starts fell nearly 22% in August as CRE debt funds held record dry powder

debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt

debt · Sep 25PIMCO's triple-A takes 44 cents as Centre Square reprices SASB office

Allocators · Sep 25Blackstone builds the wrapper for non-US wealth

The Close · Sep 24Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%

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Vanguard data shows fewer high earners maxing out 401(k) deferrals

The Family Office Daily Briefing