Data & Research May 4th, 2026 New Hires Make Retirement Decisions Without Much Guidance Nearly half of respondents to a recent survey said they contributed from 1% to 5% of their pay toward retirement.
Compliance May 4th, 2026 Janus Henderson Settles ESOP Lawsuit for $6.5M The settlement total would give each plaintiff $3,613, but lawyers are expected to take up to one-third of the amount.
Products & Services May 4th, 2026 AI Product & Service Launches – 5/4/2026 Ncontracts introduces Nquiry compliance platform; Advisor CRM launches Beacon assistant; HFS Research debuts data intelligence suite; and more.
Deals & People May 4th, 2026 Mesirow to Acquire LeafHouse Financial Advisors LeafHouse’s financial advisory business will be integrated into the Mesirow Fiduciary Solutions platform, deepening its distribution reach.
Deals & People May 1st, 2026 Retirement Industry People Moves – 5/1/2026 Impact Community Capital promotes Andrew Zimmerman to CIO; Alerus hires Paul Villanueva as retirement sales VP; SEC Deputy Director of...
Data & Research May 1st, 2026 Demand for Sustainable Investing Grows—but Portfolios Lag Behind Investment decisions are tempered by market conditions, portfolio considerations and evolving expectations.
Opinions April 30th, 2026 How Advisers, TPAs Can Thrive With PEPs A fiduciary services specialist explains why he thinks pooled employer plans can lead to better retirement outcomes.
Products & Services April 30th, 2026 Product & Service Launches – 4/30/2026 Bridgewise, X collaborate on social sentiment for global markets; Vanguard unveils BondBuilder model portfolio suite; Fidelity launches small-, mid-cap ETFs;...
Compliance April 30th, 2026 Trump Signs Executive Order for Federal IRA Website The Department of the Treasury is tasked with launching the TrumpIRA.gov site by next year and promoting awareness of the...
Data & Research April 30th, 2026 Federal Roth Auto-IRA May See Strong Gains, per Morningstar The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.
Data & Research April 29th, 2026 Online Tools Used More than Advisers to Start Retirement Planning, per Survey Calculators are becoming the first step in retirement planning, reflecting a broader shift toward digital-first financial decisionmaking.
Compliance April 29th, 2026 Retirement Advocacy Groups File Amicus Brief in SCOTUS’ Intel Case The brief—submitted by AARP, the Pension Rights Center, and Better Markets—backs employees suing Intel over the handling of their retirement...
Deals & People April 29th, 2026 Advisory M&A News – 4/29/2026 Charted Wealth joins Kestra Financial; Hightower will acquire Bahnsen Group; Waverly Advisors acquires TruWealth Advisors; and more.
Data & Research April 29th, 2026 Guaranteed Lifetime Income Gains Momentum Most retirement plan participants are defining success by guaranteed income, rather than account balance, according to MetLife research.
Data & Research April 28th, 2026 Women Are Gaining Wealth—But Many Lack Support From Financial Specialists Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.
Deals & People April 28th, 2026 Cetera Creates $19B RIA From Merger of Avantax Planning Partners, Retirement Planning Group The companies are expected to combine by October under a new brand: Cetera Planning Partners.
Opinions April 28th, 2026 How Advisers Can Lead Long-Term-Care Planning An insurance wholesaler recommends that clients can explore whether annuities or maximum coverage better suit their needs.
Compliance April 28th, 2026 Financial Regulators Consider Responses to Advanced AI Threats The Securities and Exchange Commission is accepting public feedback on a review of the world’s largest database of retail and...
Compliance April 27th, 2026 Public to Weigh in on Trump Accounts’ Reporting Form Starting Tuesday, the public has 60 days to submit written feedback to the IRS on the new form.
Data & Research April 27th, 2026 Geopolitics Drive Advisers to Build Resilient Portfolios A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.