Tuesday, November 10, 2026The Morning EditionOpen AtlasSign inJoin free
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Est. 2026The front page of wealth managementNew York

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KC Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility: #FASuccess Ep 515 With Sarah BakerIN John Hancock and Great Gray bring private markets into target-date CITsIN Allegheny Financial Group adds eight partners at 50-year milestoneIN Home equity wealth hits record with 2.4 million mortgage millionairesIN Healthcare cost blind spot threatens clients’ retirement securityWM Mercer Advisors Launches Philanthropic Services TeamFP Morgan Stanley places big bet on scale as AI commoditizes adviceIN California voters defeat landmark billionaire tax in $333m ballot fightRB Liz Nesvold flipped Emigrant's minority stake in Elevation Point, Emigrant reports -- the most recent quick exit after Eric Clarke and Mark Penske abruptly cut ties in late 2025IN Facet signs PGA Tour's Ben Griffin, who quit golf over debt

Tuesday, November 10, 2026

The Morning Edition

MARKETS IN 5
Stocks rally as oil eases and chipmakers rebound
STOCKS
Stocks rebound sharply as election selloff eases
SECTORS
Chipmakers surge while Nvidia slides on CEO probe
COMMODITIES
Oil slides as Trump downplays further Iran strikes
RATES
Treasury yields edge higher ahead of inflation report
ECONOMY
October inflation report due at 8:30 AM Eastern
Miles Ashford, Markets Correspondent · Read it in five minutes
FROM THE NEWSROOM
Blackstone trims dividends as real estate leadership departures mount
InvestmentNews reported that Blackstone cut dividends on two funds in the same week the Wall Street Journal documented senior departures in its real estate unit.
Grant Whitmore, Moves Correspondent
MassMutual Ascend introduces Cap Control to bound RILA renewal rate changes
InvestmentNews reported that MassMutual Ascend has introduced a feature that restricts how far renewal cap rates can move on select registered index-linked annuities.
Grant Whitmore, Moves Correspondent
Former J.P. Morgan advisors launch Latigo Peak Partners with $18.6 billion in assets
Two former J.P. Morgan advisors who managed about $18.6 billion have launched Latigo Peak Partners, a self-funded RIA with a multi-custodial setup and headquarters in Palm Beach Gardens.
Grant Whitmore, Moves Correspondent
Morgan Stanley agrees to acquire transfer agent Vinyl Equity
Morgan Stanley will bring transfer agency and shareholder recordkeeping in house through the purchase of Vinyl Equity, with closing expected in the first quarter of 2027 and terms undisclosed.
Vivian Cole, Deals Correspondent
THE WIRE
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WINTHROP & CO.
FORGIVABLE LOANS
Negotiating a forgivable loan: the terms that actually move
Forgiveness cadence, carve-outs, production thresholds and jurisdiction, in the order to ask for them.
READ THE ANALYSIS
HEAT INDEX · 24 HOURS
1. SEC 3 stories
2. Morgan Stanley 2 stories
3. Merrill 2 stories
4. Elevation Point 2 stories
5. Wells Fargo 1 story

Past editions

  1. Blackstone trims dividends as real estate leadership departures mount
  2. Morgan Stanley won last week in advisor recruiting
  3. Metzger from Citizens to oversee Osaic's Empowered Independence channel
  4. Former UBS team launches Cleros Wealth Partners with Elevation Point backing
  5. Nevis seeks AI agents able to move money while Schwab keeps outside tools read-only
  6. Accelerated Wealth Partners agrees to minority stake in Braintree's Pallas Capital
  7. Citizens Private Wealth won last week in advisor recruiting
  8. Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
  9. SurgeONE.ai adds communications archiving and off-channel monitoring to Avery Actions
  10. VanEck launches Wealth Builder ETF as Fidelity manager leaves $33bn fund
  11. Sheets and Green bring J.P. Morgan group to Rockefeller in Houston
  12. Latigo Peak Partners won last week in advisor recruiting