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Thursday, September 10, 2026The Morning Brief →Sign in
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ADP

In PWD coverage since September 9, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 9, 26Fund launchEdelman Financial Engines — coverage
Sep 8, 26Deal announcedEdelman Financial Engines — coverage
PWD coverage
plans

Edelman takes 3(38) fiduciary duty to the participant account

A phone-and-digital advice bundle sold through ADP pushes fiduciary risk down to the individual account, which is where small-plan competition is heading.
RIA · Sep 9Edelman's ADP deal pushes workplace-to-wealth funnel downmarket
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