Edward Jones Launches AI-Powered Retirement Plan Management Platform
Event summary
- Edward Jones is developing an AI-powered, end-to-end retirement plan management tool, set to launch in 2027.
- The Retirement Plan Management Center is being built in collaboration with Aboon and Retirement Plan Advisory Group (RPAG).
- Edward Jones serves over 263,000 workplace retirement plans with $106.9 billion in assets under care as of Dec. 31, 2025.
- The platform will include a centralized prospecting tool and a plan dashboard with integrated metrics and alerts.
The big picture
Edward Jones' move into AI-powered retirement plan management underscores the growing importance of technology in wealth management. With nearly a third of Americans starting their investment journey through workplace retirement plans, the firm is positioning itself to capture a larger share of this critical market. The collaboration with Aboon and RPAG highlights the industry's shift towards integrated, data-driven solutions for financial advisors.
What we're watching
- Adoption Pace
- How quickly Edward Jones advisors will integrate the new platform into their workflows and whether it will drive significant growth in retirement plan management.
- Competitive Response
- Whether competitors will accelerate their own AI-driven retirement plan management solutions in response.
- Regulatory Compliance
- The extent to which the platform will need to adapt to evolving regulatory requirements for retirement plans.