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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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TIAA

In network coverage since September 28, 2026 · 16+ stories
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Legacy Edge Advisors
Sep 2 · to Legacy Edge Advisors
Deal recordFull tracker →
Sep 30, 26Deal closedSchroders · Nuveen · $2.6K — coverage
Sep 30, 26Fund launchSymetra Investment Management · Mariner Re · $750 — coverage
Network coverage
Insurer portfolios

TIAA commits $750 million to Bermuda's Mariner Re

Mariner Re takes Symetra annuity flows under an arrangement effective Oct. 1, 2026, with SIM leading the portfolio and Nuveen as co-manager.
Plans & Sponsors · Oct 9TIAA retirement solutions CEO Kourtney Gibson steps down
Real estate debt · Oct 8Nuveen secures A$1bn first close for Australian real estate debt; CPP Investments commits A$300m
Investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
Retirement Advisers · Oct 5Halbert Hargrove built one client's income plan on four unbilled annuities
The Advisor's Note · Oct 3Pontera pitches AI trust layer after OpenAI agents probe SEC sites
The Wrap · Oct 2T. Rowe Price flags private credit in annuities as retirees hesitate to spend
Investments · Oct 1Nuveen closes $13 billion Schroders deal, creating a $2.6 trillion manager
Income & Annuities · Oct 1TIAA study ties AI and GLP-1 longevity to retirement funding worries
The Wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
RIA · Oct 1TIAA survey: twice as many respondents favor exercise and diet as financial planning
Income & Annuities · Oct 1TIAA survey finds 53% of adults fear outliving savings
The Wrap · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending
M&A · Oct 1Nuveen completes Schroders acquisition and keeps it separate for 12 to 18 months
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
Deals · Sep 28Brixmor and Everview agree to take Slate Grocery REIT private at $2.3B
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