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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Cerulli

In network coverage since October 7, 2026 · 16+ stories
Network coverage
RIA

Advisors allocate 5% to alternatives; institutions 25%

Nine in 10 advisors already allocate, and a WealthManagement.com column says the gap is access and terms, not demand.
RIA · Oct 26Insurers rank IBDs above RIAs for annuity growth
Practice management · Oct 23Cerulli paper ties best-interest expectations to 73% satisfied and not seeking a new advisor
The Close · Oct 22EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value
Succession & selling a firm · Oct 21RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace
The Close · Oct 21Cerulli: fee-only RIAs lose asset share despite client loyalty
The Close · Oct 19Ascensus routes flagged 401(k) participants to the plan’s own advisor
Retirement Advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers
Plans & Sponsors · Oct 15Cerulli: One-third of retirement plan participants had recordkeeper advice contact in past year
Income & Annuities · Oct 14Only four in 10 pre-retirees work with an adviser, LIMRA finds
The Wrap · Oct 13Proposed EBSA rule gives plan fiduciaries 20 process examples
Income & Annuities · Oct 9Cerulli: 46% of pre-retirees want anytime withdrawals, 39% guaranteed income
Practice management · Oct 9Nearly 40% of retirement investors want a detailed income plan, Cerulli finds
Succession & selling a firm · Oct 7Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership
The Wrap · Oct 7ERIC and NAGDCA ask IRS to route Saver's Match through plan rollover systems
Investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
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