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Saturday, October 3, 2026The Morning Brief →Sign in
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Ralph Haberli

In PWD coverage since August 17, 2026 · 8 stories
PWD coverage
Moves

The RIA C-suite is being rebuilt around the plan record

Edelman and Mercer filled two senior seats with product executives this week, a sign of where the next advice dollar is expected to come from.
advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff
The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell
RIA · Sep 9Edelman's ADP deal pushes workplace-to-wealth funnel downmarket
advisers · Aug 19Edelman puts a dealmaker in charge of retirement plan services
exit · Aug 18Edelman hires dealmaker to buy and recruit retirement practices
advisers · Aug 18Edelman turns its retirement unit over to a dealmaker
advisers · Aug 17Edelman puts an M&A veteran atop its retirement unit
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