Special Coverage: 2025 Year in Review
This month’s special coverage series reviews impactful developments and growing trends from this year that are influencing the retirement plan advisory space.
White House Executive Order Accuses Major Proxy Advisers of ‘Political Agendas’
President Donald Trump specifically criticized Institutional Shareholder Services and Glass Lewis and directed the SEC...
Vanguard Predicts AI-Centered Economy, Steady Inflation in 2026
Nuts & Bolts: How Advisers Can Make the Most of NQDC Plans
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Survey Findings
Quality and consistency of sponsor support was among the Top 5 criteria advisers use in recordkeeper selection.
Source: 2025 PLANADVISER DCIO Survey
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Nuts & Bolts: Where Advisers Can Start With AI
Nuts & Bolts: Requests for Proposal
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
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2026 Retirement Plan Adviser of the Year Awards
Nomination Period Open
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is December 31, 2025.
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is December 31, 2025.
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2025 DC Retirement at a Glance
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Among the new appointments joining the previously announced CEO and president are Mike Goss and...
DPL names chief distribution officer; Wealth Consulting Group names chief financial officer; Christopher Gandy elected...
Mesirow appoints Nitay Laor as director of strategic growth and acquisitions; Wells Fargo taps Tim...
Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered...
Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools...
Syntax Data, PM Insights form data partnership to analyze private markets; WealthFeed and Proofpoint launch...
Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial...
Wells Fargo adviser team joins Ameriprise Financial; 2 Chicago advisers join Cetera Financial; Cetera acquires...
LPL Financial takes minority ownership of Private Advisor Group; Beacon Pointe acquires Hemington Wealth Management;...