A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyYou’re reading this editionETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ETF Daily
The Definitive Daily Read on Exchange-Traded Funds
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
other

Investment Company Institute

In PWD coverage since August 18, 2026 · 14 stories
PWD coverage
portfolio

IRS ruling targets ETF conversions used to realign appreciated portfolios

The revenue ruling says a prearranged conversion that quickly and materially changes a portfolio can be recharacterized, leaving the holding period and the size of the shift open.
the_wrap · Sep 21IRAs now outgrow the 401(k)s that feed them
Data · Sep 21A $51.2 trillion retirement record, and the defaults keep winning
portfolio · Sep 18The $51 trillion retirement headline is a rollover story
investments · Sep 18The $51.2 trillion retirement quarter was a market print
the_wrap · Sep 18The 401(k) advice fight has moved to the login
plans · Sep 18DC assets hit $15 trillion; plan design sits still
advisers · Sep 17Consultants automate the paperwork, not the fiduciary call
RIA · Sep 16Active ETFs have an empty leaderboard; distribution will fill it
passive · Sep 8Faith-based ETFs are outgrowing negative screening
tokenization · Aug 19AMM-correlated-pairs debate turns on permission
portfolio · Aug 18Active's losing decade turns advice into the product
issuers · Aug 18WisdomTree crosses $50 billion as currency-hedged funds lead record inflows
portfolio · Aug 18ETF glut passes the stock count, forcing a stricter screen
Every weekday · 6:30 a.m. ET

The Morning Brief

ETF launches, fund research, and market coverage in your inbox every weekday. Free.