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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
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SIFMA

In network coverage since August 18, 2026 · 13 stories
Network coverage
The Close

Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share

Visionary Square pays the fee for 250-plus advisors; FINNY takes a share of assets won at an unstated rate.
Data · Oct 2343% of investors unlikely to switch for better AI tools
Practice management · Oct 23Gen Z trust in AI as primary advice source halves to 10%
RIA · Oct 20Sifma-KPMG survey: Gen Z trust in AI-only advice falls to 10%
Tokenization · Oct 11IMF finds tokenized US stocks 1.5 times as volatile, less liquid
Regulation · Oct 9Hester Peirce's parting speech takes aim at finance's mass data collection
Regulation · Sep 23Tokenized equities get a compliance path with an expiry date
Regulation · Sep 22White House and Treasury hand crypto's rulebook to regulators
Practice management · Sep 21E-delivery saves postage and hands advisors a consent ledger
Regulation · Sep 15A failed Clarity Act vote leaves tokenized equities with Congress
Products & portfolios · Aug 20SEC asks FINRA for an accredited-investor exam that tests know-how
Tokenization · Aug 19Robinhood CEO Tenev pushes SEC to open US to tokenized stocks
Tokenization · Aug 18SEC delays tokenized-securities exemption after White House and SIFMA pushback
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