other

Vestmark

In PWD coverage since August 21, 2026 · 16+ stories

4Deals on our tracker

Deal recordFull tracker →

Sep 8, 26Deal announcedEnvestnet · — coverage

Sep 8, 26Deal announcedBain Capital · Envestnet — coverage

Sep 8, 26Deal announcedEnvestnet — coverage

PWD coverage

RIA

Adhesion Wealth adds Fidelity research to custom RIA models, waiving platform and tax fees

The AssetMark-owned UMA platform says advisors can use the new custom model offering without paying its platform fee or its Tax Management Services fee.

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

Deals & PE · Sep 16The AI-wealth premium moves from the model to the pipes

Deals & PE · Sep 15The premium has moved from the book to the gatekeeper

M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing

The Close · Sep 10Private markets need a yardstick, and Nasdaq bought one

Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file

M&A · Sep 10Envestnet's Vestmark price is a retention hedge

advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down

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 · Aug 24Alts tools move into the everyday advisor workflow

portfolio · Aug 24The 60/40's bond sleeve is no longer automatic ballast

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

the_wrap · Aug 21T. Rowe's $19 billion bond bet moves target-date fight into the sleeves

Vestmark

Adhesion Wealth adds Fidelity research to custom RIA models, waiving platform and tax fees

The Morning Brief