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Thursday, September 24, 2026The Morning Brief →Sign in
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AWA Wealth Management

In PWD coverage since September 24, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announcedModern Wealth Management · $290M — coverage
PWD coverage
the_wrap

Edelman hires recordkeeper product chief to own the rollover

Edelman's new retirement chief shows the 401(k) advice fight has moved from legal permissibility to distribution control.
book · Sep 24The succession gap is a price nobody wrote down
M&A · Sep 24Modern Wealth's 24th deal is a succession purchase priced in people
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