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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
custodian

BNY

In network coverage since October 2, 2026 · 16+ stories
5Deals on our tracker
Deal recordFull tracker →
Oct 12, 26Deal closedCitadel Securities — coverage
Sep 29, 26Deal talkPayward · Kraken — coverage
Sep 9, 26Deal closedRockefeller · Luminary · Ten Coves Capital · 8VC · Focus Financial Partners · Fin Capital — coverage
Sep 9, 26Deal closedRockefeller · Luminary · Focus Financial Partners — coverage
Sep 9, 26Deal closedRockefeller · Luminary · Ten Coves Capital · 8VC · Focus Financial Partners · Fin Capital — coverage
Network coverage
Policy & ERISA

Musk pledges one SpaceX share per child as Trump Account rules are debated

Aon's Grace Lattyak told a Treasury and IRS hearing that proposed rules may shortchange children of divorced or separated parents.
Crypto ETFs & funds · Oct 14Federated Hermes plans first tokenized fund shares through Prometheum
The Advisor's Note · Oct 14Connecticut Wealth Management hires Subatomic for five-year AI build
The Wrap · Oct 14BNY and Citadel Securities Complete Tokenized Treasury Collateral Transaction
Tokenization · Oct 13BNY, Citadel Securities complete tokenized Treasury collateral transaction
Practice management · Oct 13BNY INSITE conference poll: 67% have AI budgets, 65% lack a metric
Tokenization · Oct 13Federated Hermes plans its first tokenized fund shares with Prometheum
The Close · Oct 10Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn
Recruiting & transitions · Oct 9BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos
RIA · Oct 9Ainslee Simmonds is out at BNY Pershing's RIA custody unit; Wove withdrawn
Custody & Infrastructure · Oct 8Standard Chartered plans Singapore custody for crypto, stablecoins and tokenized assets
Adoption · Oct 7Wells Fargo in talks with Kraken parent Payward for crypto liquidity
Moves · Oct 5Northern Trust hires two private bankers from Citi and BNY in Northeast push
Custody & Infrastructure · Oct 5Payward and Singapore Gulf Bank launch 24/7 dollar settlement for institutional crypto
Distribution · Oct 2DTCC takes an undisclosed stake in iCapital and plans AIP integration
Custody & Infrastructure · Oct 2BNY in talks with Kraken parent Payward over custody and trading infrastructure
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