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Wealth Advisor Daily
You’re reading this edition
Edition No. 063
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 14, 2026
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In network coverage since October 7, 2026 · 3 stories
Network coverage
book
IRS guidance targets abusive 351 ETF conversions; Baird's Steffen says sound deals remain viable
Notice 2026-62 and companion Rev. Rul. 2026-20, issued Sept. 28, treat one seeding-and-redemption sequence as a taxable exchange while expressing no view on funds that keep assets matching their strategy.
governance · Oct 7
Family governance planning often takes longer than the tax work, Ghazi says
direct_lending · Oct 7
Triple Point lends £55m to Perch Group in £400m package
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