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Monday, October 5, 2026The Morning Brief →Sign in
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Kitces.com

In PWD coverage since August 18, 2026 · 9 stories
PWD coverage
book

IRS guidance sets boundaries for 351 exchanges used in ETFs

Kitces reports the deferral strategy remains viable for clients with large embedded gains; the agency flags rapid turnover, mismatched seed baskets and pre-arranged contributions.
RIA · Oct 1Fidelity gives custody clients below $100 million until June 2027 to grow
portfolio · Sep 25The 4% rule sets the floor; the ratchet handles the upside
practice · Sep 18Claude's advisor plug-in closes the integration gap and opens a meter
RIA · Sep 15Referral flow runs on client tenure, not advisor effort
practice · Sep 7Vanguard's Altruist deal puts a toll on the ETF shelf
portfolio · Sep 4Model portfolios now hold most RIA client assets
book · Aug 18Four retirement paths beyond the full-time countdown
book · Aug 18Why the client who agrees to sell still won't sell
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