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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Aboon

In PWD coverage since September 30, 2026 · 4 stories
4Deals on our tracker
Deal recordFull tracker →
Oct 4, 26Fund launchRPAG · Edward Jones — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Edward Jones — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Edward Jones — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Edward Jones — coverage
PWD coverage
the_wrap

Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

Ascensus cited Cerulli research that 63% of active 401(k) participants operate without access to a financial advisor; Edward Jones says its tool will span prospecting, recordkeeper analysis and plan servicing.
plans · Sep 30Edward Jones plans 2027 release of AI workplace retirement plan tool
advisers · Sep 30Edward Jones to launch AI-powered workplace retirement platform with Aboon and RPAG in 2027
The Close · Sep 30Edward Jones to develop retirement plan tool with Aboon and RPAG
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