July 21, 2026

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Wealth Wise Report Blog
Wealth Management

ENVESTNET AND VANGUARD COLLABORATE TO DELIVER TAX-EFFICIENT, ADVISOR-CENTRIC INVESTMENT SOLUTIONS

  • July 9, 2026
  • 4 minutes read

Strategic Relationship Combines Vanguard’s Advisor’s Alpha® Framework And Model Portfolios With Envestnet Adaptive WealthTech To Help Financial Advisors Maximize Tax Efficiency For Clients BERWYN, Pa., July 9, 2026 /PRNewswire/ — Envestnet, the Adaptive WealthTech leader, today announced an expanded relationship with Vanguard, one of the world’s leading investment management companies, to help transform tax-aware investing

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Fund

Edelweiss Mutual Fund suspends fresh SIPs, STPs in 7 overseas schemes from July 10

  • July 9, 2026
  • 1 minute read

Edelweiss Mutual Fund on Thursday (July 9) announced a restriction on fresh subscriptions in seven designated schemes due to the nearing threshold of its available headroom for overseas investments. The fund house said new monthly Systematic Investment Plans (SIPs) and monthly Systematic Transfer Plans (STPs) in these schemes will be suspended with effect from the

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Fund

MSC Income Fund Announces Second Quarter 2026 Private Loan Portfolio Activity

  • July 9, 2026
  • 2 minutes read

HOUSTON, July 9, 2026 /PRNewswire/ — MSC Income Fund, Inc. (NYSE: MSIF) (“MSC Income” or the “Fund”) is pleased to announce the following recent activity in its private loan portfolio. During the second quarter of 2026, MSC Income originated new or increased commitments in its private loan portfolio totaling $74.4 million and funded total investments across

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Investments

Retail Tech Investments Soar: AI Driving Growth & Innovation

  • July 9, 2026
  • 2 minutes read

Consumer and retail businesses are aggressively funding digital transformation, with over half of the companies polled saying they are investing $50 million or more annually in digital technologies, according to the 2026 KPMG Global Tech Report. This heavy spending is yielding massive dividends, as 45 percent of retailers and brands polled report financial returns of

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Wealth Management

Envestnet expands tax-management push with Vanguard alliance

  • July 9, 2026
  • 3 minutes read

Advisor’s Alpha framework joins Envestnet’s platform, giving advisors new tools to manage client tax exposure year-round. Envestnet is deepening its tax-management capabilities through an expanded relationship with Vanguard, folding the leading asset manager’s Advisor’s Alpha framework and model portfolios into Envestnet‘s wealth management platform. The move announced Thursday gives financial advisors on the platform a more

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Fund

What Parag Parikh Flexi Cap Fund bought and sold in June 2026: Top 10 holdings revealed

  • July 9, 2026
  • 2 minutes read

Parag Parikh Flexi Cap Fund is the largest open-ended equity scheme in India, managing assets of around ₹1.43 lakh crore as of June 2026. Flexi cap funds invest across large-cap, mid-cap and small-cap stocks without any restrictions. Here’s a closer look at the fund’s portfolio activity in June 2026, including what it bought and sold.

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Energy

Peak Energy to build US sodium-ion storage factory in Sacramento

  • July 9, 2026
  • 2 minutes read

Peak Energy’s 183,000ft² manufacturing facility in Sacramento, California. Credit: Peak Energy Technologies/PRNewswire. Peak Energy has selected Sacramento, California, as the location for what it describes as the US’ first manufacturing facility for grid-scale sodium-ion energy storage systems. The facility, measuring 183,000ft², is expected to produce up to 4GWh of battery systems annually, enough to power

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Tax

Andy Burnham urged to scrap income tax and NI in radical fiscal overhaul | Andy Burnham

  • July 9, 2026
  • 2 minutes read

Prominent economists including Jim O’Neill, an ally of Andy Burnham, are urging the MP for Makerfield to pursue radical tax and spending reform to “unlock the gridlock that plagues the country” when he is confirmed as prime minister. O’Neill joins Jonathan Portes, an economics professor at King’s College London, and Danny Sriskandarajah, the chief executive

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Energy

Grid operator warns of energy crunch as heatwave strains network

  • July 9, 2026
  • 2 minutes read

Britain’s grid operator has sent out a fresh warning regarding power supplies after soaring temperatures piled strain on energy networks. The National Energy System Operator (Neso) issued an Electricity Margin Notice for Thursday evening, encouraging power plants to provide extra supplies to cope with “extreme temperatures”. The notice is the third of its kind this

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Energy

Why do dogs and cats get the zoomies? The science behind the sudden bursts of energy

  • July 9, 2026
  • 4 minutes read

Get the Well Enough newsletter with Harry Bullmore for tips on living a healthier, happier and longer life Get the Well Enough email with Harry Bullmore Get the Well Enough email with Harry Bullmore Does your cat or dog suddenly get a burst of energy and perform athletic feats around the house that would make

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