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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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Great Gray Trust Company
Watch
In PWD coverage since August 14, 2026 · 3 stories
PWD coverage
investments
Great Gray rents the diligence half of its private markets CITs
Six private markets CIT shelves have been announced in roughly five months, and Great Gray's split with iCapital shows which half the industry thinks is scarce.
investments · Aug 18
CITs take the lead in target-date assets; income is next
M&A · Aug 14
Mesirow Buys flexPATH's 3(38) Business in Retirement Push
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