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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
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Karl Roessner

In PWD coverage since August 19, 2026 · 3 stories
PWD coverage
M&A

Envestnet's Vestmark bet: trading muscle over desktop software

The Bain-backed platform is buying institutional trading and tax-transition technology as RIAs and wirehouses converge on the same portfolio tools.
practice · Aug 20Vestmark at 25: $50 billion, five cycles, and an AI bet
portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio
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