Trends PLANADVISER January/February 2022

Talking Points

Reported by

PLANADVISER Staff

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Data & Research

October 6th, 2026

Advisers Underestimate High-Net-Worth Women’s Wealth Priorities, per BlackRock

Women are increasingly building wealth through career earnings and prioritizing retirement, yet advisers continue to hold outdated financial assumptions.

Compliance

August 4th, 2026

Novel 401(k) Case Argues Fossil Fuel-Free Investments Are ‘Religious Accommodation’

The lawsuit, which alleges Thermo Fisher’s retirement investments went against an employee’s Christian values of environmental stewardship, could have broad...

Compliance

July 2nd, 2026

White House Reviews DOL’s Alternate ESG Rule

Although not yet published, the proposed regulation is expected to bar fiduciaries from weighing climate and social factors.