A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 6, 2026The Morning Brief →Sign in
other

Tamarac

In PWD coverage since August 22, 2026 · 10 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Fund launchMoneyGuide · Envestnet — coverage
Sep 3, 26Deal announcedEnvestnet — coverage
PWD coverage
practice

Envestnet's Vestmark deal promises advisors no forced platform migrations

The purchase, estimated by analysts at $500 million to $1 billion, arrives six days after Envestnet pledged $1 billion to rebuild the platform advisors already use.
The Close · Sep 18Envestnet's real release is the record under the dashboard
practice · Sep 17MoneyGuide can now model the annuity inside the plan
income · Sep 17MoneyGuide's annuity account types make the projection the new shelf
M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing
M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional
practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation
M&A · Sep 9Envestnet's Vestmark bet: trading muscle over desktop software
practice · Sep 4Envestnet's $35M Tamarac surge is a retention play
practice · Aug 22Rebalancing software: the two-hour setup edge
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.