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Wealth Advisor Daily
You’re reading this edition
Edition No. 069
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 21, 2026
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The Book
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Craig Copeland
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Employee Benefit Research Institute
·
Reported Oct 21
In network coverage since September 15, 2026 · 4 stories
Network coverage
book
Treasury auto-opened Trump Accounts Oct. 1, 2026; parents must claim them
Until a parent claims, the account can accept only government and charity money plus the $1,000 pilot contribution for certain children born 2025 through 2028.
plans · Sep 17
The student-loan match's real cost is payroll work, not contributions
plans · Sep 15
EBRI finds student-loan borrowers in their 40s hold 45% less in 401(k)s
plans · Sep 15
EBRI puts a $10 billion price on student loan debt
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