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 terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyYou’re reading this editionSecondaries DailySecondariesWealth Advisor Daily
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Thursday, September 17, 2026The Morning Brief →Sign in
other

MoneyGuide

In PWD coverage since August 18, 2026 · 4 stories
2Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Kevin Hughes
Aug 22 · to Advyzon
Tony Leal
Aug 22 · to Advyzon
Deal recordFull tracker →
Sep 16, 26Fund launchEnvestnet — coverage
Sep 16, 26Fund launchTamarac · Envestnet — coverage
PWD coverage
practice

MoneyGuide can now model the annuity inside the plan

The income floor now sits in the same projection as the portfolio, moving the decumulation fight from illustration to product selection.
income · Sep 17MoneyGuide's annuity account types make the projection the new shelf
M&A · Sep 9Envestnet's Vestmark bet: trading muscle over desktop software
Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.