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 terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyYou’re reading this editionRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Real Estate Daily
Independent Intelligence on Private Real Estate Capital
Thursday, October 1, 2026The Morning Brief →Sign in
other

Aboon

In PWD coverage since September 30, 2026 · 4 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Edward Jones — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Edward Jones — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Edward Jones — coverage
PWD coverage
the_wrap

Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

Ascensus cited Cerulli research that 63% of active 401(k) participants operate without access to a financial advisor; Edward Jones says its tool will span prospecting, recordkeeper analysis and plan servicing.
plans · Sep 30Edward Jones plans 2027 release of AI workplace retirement plan tool
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
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Real Estate Daily, in your inbox every weekday. Free.