A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyYou’re reading this editionInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Family Office Daily
Independent intelligence on family offices and private capital
Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
other

Retirement Plan Advisory Group

In PWD coverage since September 30, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Deal announcedEdward Jones · Aboon — coverage
Sep 29, 26Deal announcedEdward Jones · Aboon — coverage
Sep 29, 26Deal announcedEdward Jones · Aboon — coverage
PWD coverage
plans

Edward Jones plans 2027 release of AI workplace retirement plan tool

The firm is building the Retirement Plan Management Center with Aboon and RPAG, whose platform supports more than 120,000 plans, according to the announcement.
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
Daily · 7:40 a.m. ET

The Family Office Daily Briefing

Family-office news, investment decisions, and operating intelligence, in your inbox daily at 7:40 a.m. ET. Free.