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Saturday, October 3, 2026The Morning Brief →Sign in
custodian

BNY

In PWD coverage since September 10, 2026 · 16+ stories
4Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Deal talkPayward · Kraken — coverage
Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary · 8VC · Fin Capital · Ten Coves Capital — coverage
Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary — coverage
Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary · 8VC · Fin Capital · Ten Coves Capital — coverage
PWD coverage
distribution

DTCC takes an undisclosed stake in iCapital and plans AIP integration

The firms will connect transaction processing, data exchange, access, administration and reporting for private-market products sold through the wealth channel; no dollar figure or valuation was disclosed.
custody · Oct 2BNY in talks with Kraken parent Payward over custody and trading infrastructure
the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration
the_wrap · Oct 1Treasury draft rules would auto-open 63.36 million child accounts
adoption · Sep 30Open USD launches with Coinbase, Visa, Mastercard, Shopify and Stripe as founding shareholders
practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
the_wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
The Close · Sep 25The scarce input in consolidation is now the executive bench
the_tape · Sep 21The ETF record belongs to three funds, not the shelf
tokenization · Sep 16Arc is a distribution deal disguised as a blockchain
The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand
Deals & PE · Sep 13Real assets closed; AI and wealth kept talking
book · Sep 13Luminary's $22 million round is a bet on the estate-document layer
Features · Sep 12AI has entered the client meeting, and fees haven't moved
Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file
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