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Friday, October 2, 2026The Morning Brief →Sign in
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Wyatt Lee

In PWD coverage since September 30, 2026 · 4 stories
PWD coverage
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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.
Features · Oct 1SEC asks whether CFP or CPA counts as an accredited investor
income · Sep 30T. Rowe Price's Wyatt Lee says private credit is becoming a big piece of annuity holdings
Allocators · Sep 30T. Rowe's Wyatt Lee says private credit is becoming a big piece of annuities
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