A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailyYou’re reading this editionETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ESG Capital Daily
Independent Intelligence on Sustainable Investment Capital
Sunday, October 4, 2026The Morning Brief →Sign in
person

Ralph Haberli

In PWD coverage since August 17, 2026 · 8 stories
PWD 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.
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
advisers · Aug 19Edelman puts a dealmaker in charge of retirement plan services
exit · Aug 18Edelman hires dealmaker to buy and recruit retirement practices
advisers · Aug 18Edelman turns its retirement unit over to a dealmaker
advisers · Aug 17Edelman puts an M&A veteran atop its retirement unit
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from ESG Capital Daily, in your inbox every weekday. Free.