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In network coverage since August 17, 2026 · 13 stories

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investments

Ascensus launches referral platform routing 401(k) savers to plan advisers

The recordkeeper, which administers more than $1.3 trillion for more than 16 million savers, expects 18 to 20 partner firms live on the platform within a year.

advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers

practice · Oct 15Escalent survey finds 46% of former-plan holders likely to open a rollover IRA

advisers · Oct 15Escalent's Cogent: 46% of former-employer DC plan holders highly likely to open rollover IRA

M&A · Oct 7Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion

RIA · Oct 7BlackRock finds 45% of women with $10 million or more in investable assets are unadvised

The Close · Oct 1Bank of America survey finds 47% of wealthy Gen Z and millennial donors use charitable trusts

practice · Sep 17Advisors want client time; AI is buying back emails

RIA · Sep 15Referral flow runs on client tenure, not advisor effort

Data · Sep 15Advisors Use AI for Email, and Vanguard Knows Why

Allocators · Sep 10Asset managers agree on private markets and admit they can't measure them

The Close · Sep 10Advisors are outsourcing the hour their clients never paid for

investments · Aug 17Advisers to nearly double private assets as DC plans stall

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.