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Rose Palazzo

In PWD coverage since August 20, 2026 · 1 story
PWD coverage
practice

Envestnet rolls back MoneyGuidePro upgrade after 19-day advisor backlash

The legacy version is back, but the timing of the recall — and the silence around it — is what planning teams will remember.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.