Trump Signs $900B Defense Bill Limiting Investments in Chinese Tech
The 2026 National Defense Authorization Act restricts US investors from investing in China’s military and strategic sectors.
We’ve Reached the Tipping Point for 401(k) Retirement Plans
Beau Adams, president of American Trust Retirement, believes the nature of advising will profoundly change as retirees shift their mindset...
Retirement Industry Deals and People Moves – 12/19/2025
NFP promotes Adam Favale to head of M&A; Fiduciary Trust International taps new wealth director; Domain Money Advisors appoints new...
ISS STOXX Acquires Italian Provider of Data, Sustainability Indexes
ECPI Group SRL, which offers data analysis tool sets for institutional investors, was acquired from Confluence Technologies.
Senate Approves Michael Selig to Head CFTC
The new Commodity Futures Trading Commission chair was confirmed as lawmakers consider expanding the commission’s authority over cryptocurrencies.
Product & Service Launches – 12/18/2025
IncomeConductor updates annuity planning with advanced modeling for advisers; American Life expands product availability to New Hampshire; AllianceBernstein launches AB...
Fred Reish Joins Prime Capital Financial
He will serve as director of Prime Capital Retirement’s fiduciary and ERISA practice.
Wealthspire Forms 350-Member Consulting Division, Wealthspire Institutional
Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.
Q3 Had Record Sales of PRT Buy-In Products
LIMRA found that single-premium pension risk transfer buy-in sales more than tripled to $4.3 billion in the third quarter of...
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...
IRS Posts Rules for HSAs in ACA Bronze, Catastrophic Plans
New tax benefits include the ability to use health savings account funds tax-free for periodic direct primary care fees.
DOL Weighs Amicus Brief in Lockheed Martin PRT Case
Lockheed Martin is likely to get the Department of Labor’s support in regards to the legality of a pension risk...
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 investors and a broadening of...
Advisory Teams Report Higher Growth, Assets Than Solo Practices
Team-based wealth management practices also reported more succession planning than solo practices, according to a Cerulli report.
Senate Committee Debates Social Security Funding Proposal
The Senate HELP Committee also looked at proposals over ESG-oriented investing and early career savings.
NEPC Names Successor CEO, CIO
Tim McCusker will take the reins from current CEO Michael Manning in January 2027.
Managed Accounts, TDFs or Both?
Participant engagement and fees are two major factors when considering qualified default investment alternatives.
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
EBRI: DC Plan Loans Correspond to Health Care Spending
Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant...
Growing Interest in Annuities Matches Sales Records
LIMRA reported a new sales record of $120 billion in the year’s third quarter.