A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
other

Mesirow

In PWD coverage since August 14, 2026 · 9 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal announcedLeafHouse — coverage
Aug 15, 26Deal announced — coverage
Aug 13, 26Deal announcedflexPATH Strategies — coverage
PWD coverage
advisers

Edward Jones to launch AI-powered workplace retirement platform with Aboon and RPAG in 2027

The Retirement Plan Management Center spans prospecting, recordkeeper analysis and servicing, drawing on plan data from RPAG's 120,000-plan platform.
Moves · Sep 30Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
advisers · Sep 23LeafHouse's last symposium closes the year its advice business sold
the_wrap · Aug 27Debt sends retirement M&A into the contribution layer
the_wrap · Aug 18The 401(k) Fight Now Starts Before the Recordkeeper Is Chosen
advisers · Aug 18Mesirow buys flexPATH's 3(38) business in second fiduciary deal
plans · Aug 18Mesirow buys flexPATH's 3(38) book in second fiduciary deal
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
M&A · Aug 14Mesirow Buys flexPATH's 3(38) Business in Retirement Push
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.