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In PWD coverage since August 18, 2026 · 3 stories
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Jul 30, 26Fund launchMadison · Brompton · Evolve · Lysander-Canso · IA Clarington · NBI · Harvest Partners · Capital Group · BMO
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Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
Ascensus cited Cerulli research that 63% of active 401(k) participants operate without access to a financial advisor; Edward Jones says its tool will span prospecting, recordkeeper analysis and plan servicing.