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Saturday, October 3, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
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Escalent

In PWD coverage since August 17, 2026 · 7 stories
PWD coverage
The Close

Bank of America survey finds 47% of wealthy Gen Z and millennial donors use charitable trusts

Family foundations run 24% to 2% by age, but the survey gives no vehicle figures for Gen X.
practice · Sep 17Advisors want client time; AI is buying back emails
RIA · Sep 15Referral flow runs on client tenure, not advisor effort
Data · Sep 15Advisors Use AI for Email, and Vanguard Knows Why
Allocators · Sep 10Asset managers agree on private markets and admit they can't measure them
The Close · Sep 10Advisors are outsourcing the hour their clients never paid for
investments · Aug 17Advisers to nearly double private assets as DC plans stall
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