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The Daily Read on Semi-Liquid Funds
Thursday, October 1, 2026The Morning Brief →Sign in
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Kurt Fauerbach

In PWD coverage since September 23, 2026 · 2 stories
PWD coverage
Moves

The RIA C-suite is being rebuilt around the plan record

Edelman and Mercer filled two senior seats with product executives this week, a sign of where the next advice dollar is expected to come from.
advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff
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