Trends PLANADVISER January/February 2022

Talking Points

Reported by

PLANADVISER Staff

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Compliance

January 15th, 2026

Bill to Restrict ESG Investment in 401(k) Accounts Passes House

The House of Representative’s bill aims to make it harder for fiduciaries to consider environmental, social and governance factors when...

Compliance

December 12th, 2025

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 and DOL to potentially revise...

In Practice

November 14th, 2025

Rethinking Opportunities for RIA Growth

OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’