person

Tina Wilson

Edelman Financial Engines · Reported Sep 25

In network coverage since September 23, 2026 · 4 stories

Network coverage

The Close

The scarce input in consolidation is now the executive bench

Two deals, three empty C-suite seats at one firm, and a 48% seller-readiness rate trace to one shortage: the executive bench that no purchase agreement can supply.

the_wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist

Moves · Sep 23The RIA C-suite is being rebuilt around the plan record

advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff