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.
House Passes INVEST Act, Brings CITs One Step Closer to 403(b) Plans
The Senate will next vote on the INVEST Act, which includes new safeguards for senior...
Vanguard Predicts AI-Centered Economy, Steady Inflation in 2026
Advisory Teams Report Higher Growth, Assets Than Solo Practices
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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
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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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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...
FIM Partners to Acquire Loomis Sayles Global EM Equities TeamAsset manager FIM Partners has agreed to acquire the...
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;...