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Wealth Advisor Daily
You’re reading this edition
Edition No. 053
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026
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In PWD coverage since August 18, 2026 · 7 stories
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Sep 13, 26
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Black Diamond CLO 2019-2
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coverage
PWD coverage
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The default, not the annuity shelf, now decides retirement income
BlackRock is selling the glide path, Vanguard found the RMD already won the decumulation default, and carriers are buying shelf access to a channel the default bypasses.
direct_lending · Sep 14
Black Diamond's $83m cheque makes equity the price of a reset
practice · Sep 10
Bain's Vestmark buy makes the next renewal a negotiation
practice · Sep 4
Autonomy is the real test for AI agents
portfolio · Aug 24
The 60/40's bond sleeve is no longer automatic ballast
portfolio · Aug 18
Vanguard opens four model portfolios to outside fund choices
The Close · Aug 18
Vanguard bends to RIAs, and John Bogle's ghost winces
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