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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, August 24, 2026The Morning Brief →Sign in
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Tara York

In PWD coverage since August 24, 2026 · 1 story
PWD coverage
practice

Alts tools move into the everyday advisor workflow

Luma's platform updates push alternative investing into the tools advisors already use, and the rest of the month's releases follow.
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