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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
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Ralph Haberli

In network coverage since August 17, 2026 · 8 stories
Network coverage
Moves

The RIA C-suite is being rebuilt around the plan record

Edelman and Mercer filled two senior seats with product executives this week, a sign of where the next advice dollar is expected to come from.
Retirement Advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff
The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell
RIA · Sep 9Edelman's ADP deal pushes workplace-to-wealth funnel downmarket
Retirement Advisers · Aug 19Edelman puts a dealmaker in charge of retirement plan services
Succession & selling a firm · Aug 18Edelman hires dealmaker to buy and recruit retirement practices
Retirement Advisers · Aug 18Edelman turns its retirement unit over to a dealmaker
Retirement Advisers · Aug 17Edelman puts an M&A veteran atop its retirement unit
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