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Monday, October 5, 2026The Morning Brief →Sign in
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Great Gray Group

In PWD coverage since August 17, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 13, 26Deal announcediCapital — coverage
PWD coverage
plans

Edward Jones plans 2027 release of AI workplace retirement plan tool

The firm is building the Retirement Plan Management Center with Aboon and RPAG, whose platform supports more than 120,000 plans, according to the announcement.
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
the_wrap · Sep 14Great Gray rents the diligence half of its private-markets CITs
investments · Sep 14Great Gray rents the diligence half of its private markets CITs
advisers · Aug 17Mesirow buys flexPATH's 3(38) retirement-plan business
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