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Wednesday, September 9, 2026The Morning Brief →Sign in
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ADP

In PWD coverage since September 9, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Sep 8, 26Deal announcedEdelman Financial Engines — coverage
PWD coverage
RIA

Edelman's ADP deal pushes workplace-to-wealth funnel downmarket

The RIA keeps advice and the participant relationship while renting ADP's small-plan distribution, extending the retirement-to-wealth conversion model to employers that would never otherwise meet an Edelman sales force.
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