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In PWD coverage since September 30, 2026 · 16+ stories

PWD coverage

The Close

Wealthfront reports a third straight month of positive cash net deposits

The September update also put asset-weighted cross-product adoption just under 64% and credited client incentives for the month-over-month gain.

debt · Oct 6CRE Finance Council's sentiment index falls to lowest since 2023

capital · Oct 6Buyers retrade pending CRE deals as September Fed hike lifts debt costs

RIA · Oct 6Advisors rework home-equity plans as 30-year mortgage rate tops 7%

sectors · Oct 6Apartment owners face $757 billion of maturities as lenders favor other property types

capital · Oct 5U.S. Bank's Tim Keller says rising rates complicate utility capital spending

The Close · Oct 5Dunham paper argues long retirements may shrink the wealth transfer

plans · Oct 5Dunham paper says 40-year retirements could shrink the wealth transfer

portfolio · Oct 2RIA CIOs lean on short-duration bonds as Treasury yields reach two-decade highs

passive · Oct 2Thornburg's TMB bond ETF runs 1.4 years shorter duration than its index

RIA · Oct 2InvestmentNews column urges advisors to model real estate recapture before a property goes under contract

capital · Oct 2CoStar indexes show large property prices falling as smaller assets rise

debt · Oct 1The 10-year hits 5.3%, highest since 2002, and CRE lenders expect values to fall

passive · Oct 1ALPS small-cap quality ETF fell 1.29% in Q3 as the Russell 2000 slid 6.43%

The Close · Oct 1Bank of America survey finds 47% of wealthy Gen Z and millennial donors use charitable trusts

general_account · Sep 30MIM's Market Strategy team overweights U.S. investment grade and residential whole loans, underweights cash