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Friday, October 2, 2026The Morning Brief →Sign in
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Empower

In PWD coverage since August 18, 2026 · 6 stories
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Tina Wilson
Sep 22 · exec change
Arrivals
None tracked.
Departures
Tina Wilson
Sep 23 · to Edelman Financial Engines
Deal recordFull tracker →
Sep 8, 26Fund launchMerrill Lynch · Schwab · Candidly · Vanguard Group · Bank of America — coverage
Sep 1, 26Deal closedMilliman — coverage
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
plans · Sep 10Candidly's debt tool rides in on four recordkeeper pipelines
plans · Sep 2Empower closes Milliman deal, adding 1,500 plans
advisers · Aug 25ASPPA creates a credential for the pooled-plan market
plans · Aug 18PGIM hires Franklin Templeton veteran to run DC solutions
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