Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
other

Ascensus

In network coverage since August 18, 2026 · 16+ stories
9Deals on our tracker
Deal recordFull tracker →
Oct 18, 26Fund launch — coverage
Oct 18, 26Fund launch — coverage
Oct 4, 26Fund launch — coverage
Sep 30, 26Fund launch — coverage
Sep 29, 26Fund launch — coverage
Sep 29, 26Fund launch — coverage
Aug 19, 26Deal announcedStone Point Capital · Genstar Capital — coverage
Aug 17, 26Deal announcedStone Point Capital · Genstar Capital — coverage
Aug 17, 26Deal closedStone Point · Genstar — coverage
Network coverage
The Close

Ascensus routes flagged 401(k) participants to the plan’s own advisor

The recordkeeper, which administers more than $1.3 trillion for over 16 million savers, expects 18 to 20 partner firms to be live on the platform by this time next year.
Retirement Advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers
Investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
Practice management · Oct 6Pontera launches non-discretionary 401(k) service as password sharing stays blocked
Tax & estate planning · Oct 6Vanguard data shows fewer high earners maxing out 401(k) deferrals
The Advisor's Note · Oct 3Pontera pitches AI trust layer after OpenAI agents probe SEC sites
The Wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration
Practice management · Oct 1Ascensus launches a participant-referral workflow for plan advisers
Retirement Advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants
Plans & Sponsors · Sep 14NQDC's retention case has a comprehension problem
Plans & Sponsors · Sep 9BofA again sweeps J.D. Power digital experience rankings
M&A · Sep 2Aquiline's Flourish control is a distribution play
Deals & PE · Aug 26Victory Capital's $7 billion First Eagle buy is a distribution play
Deals & PE · Aug 20Stone Point, Genstar to jointly own Ascensus
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
Plans & Sponsors · Aug 18Stone Point and Genstar take equal stakes in Ascensus
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.