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Sunday, October 4, 2026The Morning Brief →Sign in
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Cynthia Loh

In PWD coverage since September 22, 2026 · 3 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.
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22Mercer buys integration capacity and calls it a platform hire
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