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Cerulli

In PWD coverage since August 18, 2026 · 16+ stories

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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.

advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants

M&A · Sep 23An OCIO deal that is really an ETF distribution deal

Moves · Sep 17Sanctuary staffs the benches that decide which wirehouse teams leave

portfolio · Sep 15Crypto's Senate failure leaves advisers selling an asset with no statute

Deals & PE · Sep 15Pave's $15 million Series A prices the custodian plumbing

vehicles · Sep 15Columbia Threadneedle files a 50/50 wrapper with a 40% feeder

Moves · Sep 14The Succession Gap Is a Supply Forecast

practice · Sep 14The AI race moves to what happens after the meeting

advisor_note · Sep 12Mariner's $175 million bot budget is a supervision purchase

Features · Sep 9The RIA talent war moves to the operating suite

practice · Sep 4Envestnet's $35M Tamarac surge is a retention play

RIA · Aug 31Banking for breakaways with the conflict removed

Features · Aug 25BlackRock's $671 million loan sale tests private credit's exit price

The Close · Aug 24The 10,000-advisor ceiling meets one million plans

distribution · Aug 18Bluerock adds three distribution veterans to advisor coverage

Cerulli

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

The Family Office Daily Briefing