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Wealth Advisor Daily
You’re reading this edition
Edition No. 035
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, September 17, 2026
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In PWD coverage since September 17, 2026 · 2 stories
PWD coverage
policy
ESOP valuation bill reaches the president with a good-faith defense
Fiduciaries get statutory cover for relying on a 59-60 appraisal, and the litigation that follows is likely to chase the appraiser instead of the number.
RIA · Sep 17
House hands ESOP fiduciaries a valuation safe harbor, 401-14
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