Publisher’s Note PLANADVISER Winter 2023

Future State

Reported by

Alison Cooke Mintzer, Publisher

Art by Photo by Matt Kalinowski

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May 27th, 2026

Only 56% of surveyed U.S. college graduates were confident in landing a job, but respondents viewed finance as a top...

Data & Research

March 11th, 2026

Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership,...

Compliance

February 25th, 2026

The presidents' proposal resembled the Saver’s Match established by SECURE 2.0.