15 Investment Must Reads for This Week (Sept. 29, 2026)

Published on September 29, 2026

Investment news for financial advisors on the AI boom, executive shuffles at top asset managers, active ETFs, NAV lending, BDC redemptions and more.

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Raymond James Launches Public/Private Model Portfolios for HNW Clients

September 29, 2026
Private Wealth Guided Portfolios integrates traditional and alternative investments within risk-based portfolios for advisors serving high-net-worth and ultra-high-net-worth clients.

Qualified Small Business Stock Tax Breaks Explained

September 29, 2026
Two ways to maximize a potential multimillion-dollar tax break.