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ADP

In PWD coverage since September 9, 2026 · 5 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 9, 26Fund launchEdelman Financial Engines — coverage
Sep 8, 26Deal announcedEdelman Financial Engines — coverage
PWD coverage
The Close

The advice industry's next dollar is adjudication, not allocation

Edelman's first confidence survey quantifies the demand for planning, and the firm's build-out reads like a bet on that curve.
the_wrap · Sep 17The default, not the annuity shelf, now decides retirement income
RIA · Sep 16Raymond James launches a retirement plan it will not run
plans · Sep 10Edelman takes 3(38) fiduciary duty to the participant account
RIA · Sep 9Edelman's ADP deal pushes workplace-to-wealth funnel downmarket
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