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Thursday, September 17, 2026The Morning Brief →Sign in
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Tamarac

In PWD coverage since August 22, 2026 · 8 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Fund launchMoneyGuide · Envestnet — coverage
Sep 3, 26Deal announcedEnvestnet — 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 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
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