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Monday, October 5, 2026The Morning Brief →Sign in
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Investment Company Institute

In PWD coverage since August 18, 2026 · 14 stories
PWD coverage
portfolio

IRS ruling targets ETF conversions used to realign appreciated portfolios

The revenue ruling says a prearranged conversion that quickly and materially changes a portfolio can be recharacterized, leaving the holding period and the size of the shift open.
the_wrap · Sep 21IRAs now outgrow the 401(k)s that feed them
Data · Sep 21A $51.2 trillion retirement record, and the defaults keep winning
portfolio · Sep 18The $51 trillion retirement headline is a rollover story
investments · Sep 18The $51.2 trillion retirement quarter was a market print
the_wrap · Sep 18The 401(k) advice fight has moved to the login
plans · Sep 18DC assets hit $15 trillion; plan design sits still
advisers · Sep 17Consultants automate the paperwork, not the fiduciary call
RIA · Sep 16Active ETFs have an empty leaderboard; distribution will fill it
passive · Sep 8Faith-based ETFs are outgrowing negative screening
tokenization · Aug 19AMM-correlated-pairs debate turns on permission
portfolio · Aug 18Active's losing decade turns advice into the product
issuers · Aug 18WisdomTree crosses $50 billion as currency-hedged funds lead record inflows
portfolio · Aug 18ETF glut passes the stock count, forcing a stricter screen
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