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Ascensus

In PWD coverage since August 18, 2026 · 14 stories

5Deals on our tracker

Deal recordFull tracker →

Sep 30, 26Fund launch — coverage

Sep 29, 26Fund launch — coverage

Aug 19, 26Deal announcedStone Point Capital · Genstar Capital — coverage

Aug 17, 26Deal announcedStone Point Capital · Genstar Capital — coverage

Aug 17, 26Deal closedStone Point · Genstar — coverage

PWD coverage

practice

Ascensus launches a participant-referral workflow for plan advisers

The recordkeeper says the tool links 401(k) savers with the adviser serving their employer plan, across a book of more than 16 million participants and $1.3 trillion in administered assets.

advisor_note · Oct 3Pontera pitches AI trust layer after OpenAI agents probe SEC sites

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

practice · Oct 1Ascensus launches a participant-referral workflow for plan advisers

the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants

plans · Sep 14NQDC's retention case has a comprehension problem

plans · Sep 9BofA again sweeps J.D. Power digital experience rankings

M&A · Sep 2Aquiline's Flourish control is a distribution play

Deals & PE · Aug 26Victory Capital's $7 billion First Eagle buy is a distribution play

Deals & PE · Aug 20Stone Point and Genstar buy the 401(k) rails

Deals & PE · Aug 20Stone Point, Genstar to jointly own Ascensus

Deals & PE · Aug 18MAI's double RIA deal is a bet on geography

plans · Aug 18Stone Point and Genstar take equal stakes in Ascensus

Ascensus

Ascensus launches a participant-referral workflow for plan advisers

The Morning Brief