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Wealth Advisor Daily
You’re reading this edition
Edition No. 068
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 20, 2026
The Morning Brief →
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The Book
The Exit
The Move
The Practice
The Portfolio
The Advisor's Note
Valuation Desk
Lookup
14
stories · 24h
804
deals & moves · 7d
27,192
firms & people tracked
223
sources monitored
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In network coverage since August 18, 2026 · 13 stories
3
Deals on our tracker
Deal record
Full tracker →
Oct 5, 26
Fund launch
J.P. Morgan Asset Management
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coverage
Sep 8, 26
Fund launch
Schwab · Candidly · Merrill Lynch · Bank of America · Vanguard Group
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coverage
Sep 1, 26
Deal closed
Milliman
—
coverage
Network coverage
book
Empower survey: 1 in 3 Americans may have lost track of an old 401(k)
Half of Gen Z and 45% of millennials say they may hold savings in a former employer's plan; 76% say step-by-step guidance would make them more likely to act.
plans · Oct 20
Empower survey finds one in three Americans may have lost track of old 401(k)s
plans · Oct 19
Empower: up to one in three workers may have lost track of old workplace savings
the_wrap · Oct 9
Cerulli and Morningstar: 10.2% of advisers' wealth clients come from DC plans
policy · Oct 9
Investment Company Institute re-elects Andrew Schlossberg chair; IRI names Jill Hoffman government affairs chief
the_wrap · Oct 7
ERIC and NAGDCA ask IRS to route Saver's Match through plan rollover systems
income · Oct 6
J.P. Morgan Asset Management broadens in-plan income access on Retirement Link
Moves · Sep 23
The RIA C-suite is being rebuilt around the plan record
advisers · Sep 23
Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff
plans · Sep 10
Candidly's debt tool rides in on four recordkeeper pipelines
plans · Sep 2
Empower closes Milliman deal, adding 1,500 plans
advisers · Aug 25
ASPPA creates a credential for the pooled-plan market
plans · Aug 18
PGIM hires Franklin Templeton veteran to run DC solutions
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