A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailyYou’re reading this editionPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
other

Addition Wealth

CRD: 318018
In PWD coverage since August 19, 2026 · 5 stories
Regulatory AUMSEC Form ADV · Aug 21
23EmployeesForm ADV
PWD coverage
the_wrap

Retirement managed accounts shift to adviser-controlled rails

Vanguard opens custom models to outside platforms, Pontera reaches held-away 401(k)s without custody, and SEI clears the back office with AI. The adviser's desktop is becoming the point of assembly for retirement capital.
practice · Aug 20Americans use AI all the time. For money, they still want a human.
advisers · Aug 20Human oversight tops what adults want from financial AI
advisers · Aug 19Only 21% use AI as primary financial source
The Close · Aug 19AI drafts, humans decide: the new advice divide
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.