Publisher’s Note PLANADVISER Winter 2023

Future State

Reported by

Alison Cooke Mintzer, Publisher

Art by Photo by Matt Kalinowski

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Deals & People

August 11th, 2026

The new division of the $73.6 billion retirement firm includes a robo-adviser and a brokerage account.

Compliance

August 10th, 2026

Direct government matching contribution to eligible taxpayers’ retirement plans are expected to begin in 2028.

Data & Research

July 14th, 2026

High-growth advisory practices are more likely to offer financial planning and work in teams, according to a report by analytics...