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Wealth Advisor Daily
You’re reading this edition
Edition No. 006
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, August 19, 2026
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Aug 17, 26
Fund launch
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RIA
Edward Jones takes hybrid platform direct to next-gen investors
The brokerage's Digital Managed Solutions pairs an app with a human, aiming to capture Gen Z and millennial clients before they need a full advisory account.
Allocators · Aug 18
J.P. Morgan brings its institutional private equity strategy to Australian wealth clients
transition · Aug 17
Sonnedix closes €730m loan from nine banks for solar and storage
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