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Bloomberg

In network coverage since September 25, 2026 · 16+ stories

2Deals on our tracker

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Jul 28, 26Deal announcedCanoe Intelligence

Jun 30, 26Deal closedCanoe

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RIA

Dave Regan's union enters final four weeks of California billionaire-tax campaign

Regan frames the one-time levy as the only way to cover roughly $100 billion in federal healthcare money he says California will lose, while Newsom and a $100-million-plus opposition are fighting it.

book · Oct 6Vanguard data shows fewer high earners maxing out 401(k) deferrals

Allocators · Oct 6KKR FS Income Trust Select meets all withdrawal requests after demand tops 5% cap

etps · Oct 5SEC approves Cboe BZX rule change for six Volatility Shares 3x ETFs

Allocators · Oct 2Partners Group splits €6.6bn evergreen fund into two portfolios after withdrawal cap

practice · Oct 1SEC proposes 20% performance fees for RIAs and a wider accredited-investor test

distribution · Sep 30SEC proposes 20% performance-based fee for advisers and looser interval fund redemptions

The Close · Sep 30SEC proposes letting advisers charge up to 20% performance fees on private funds

portfolio · Sep 29IRS ruling targets ETF conversions used to realign appreciated portfolios

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

the_wrap · Sep 29Blockchain.com seeks $500 million IPO at $4 billion to $6 billion valuation

Allocators · Sep 29SEC urges sharper private-asset valuations as liquidity pressure builds

debt · Sep 28Multifamily starts fell nearly 22% in August as CRE debt funds held record dry powder

debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt

debt · Sep 25PIMCO's triple-A takes 44 cents as Centre Square reprices SASB office

Allocators · Sep 25Blackstone builds the wrapper for non-US wealth

Bloomberg

Dave Regan's union enters final four weeks of California billionaire-tax campaign

The Morning Brief