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