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In PWD coverage since September 14, 2026 · 16+ stories

4Deals on our tracker

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Aug 26, 26Deal announcedPitchBook · Google Cloud — coverage

Aug 24, 26Deal announcedGoogle — coverage

Aug 17, 26Fund launchJeff Ptak — coverage

Aug 14, 14Fund launchCRSP Market Indexes · Morningstar Market Indexes

PWD coverage

RIA

Morningstar survey finds 80% of advisors use AI, but client-facing time stays at 53%

Morningstar's survey of 501 advisors finds 56% name administrative and operational work as the biggest barrier to the service they want to deliver.

RIA · Oct 5Morningstar survey: 40% of advisors offer private markets as optimism falls

passive · Oct 2Thornburg's TMB bond ETF runs 1.4 years shorter duration than its index

launches · Oct 1T. Rowe Price lists TDEM, a 0.45% active emerging markets bond ETF

regulation · Sep 25The SEC's novel-ETF file now holds a four-year loss record

active · Sep 25Baron puts a risk budget around its stock picking

RIA · Sep 24Alternative ETFs are winning on the wrapper, not the strategy

investments · Sep 23HSA assets climb 19% on fee cuts the law didn't deliver

digital · Sep 22Walbridge's L5 Mission Critical hires JLL's data center chief

RIA · Sep 22Meristead's rebrand puts the client relationship ahead of the old name

active · Sep 21WisdomTree's inflation bundle runs on a 28% energy bet

Allocators · Sep 17The private-markets pivot is an AI concentration trade

products · Sep 15Sustainable fund assets hit a record as the edge thins

passive · Sep 15The 5% ten-year is a duration call an income overlay cannot make

passive · Sep 15WTV is beating an index built on the value definition it dropped

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions