Trendspotting PLANADVISER September/October 2018

Talking Points

Insights into participants' minds

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In Practice

August 21st, 2026

2025 Emerging Leaders Share Optimism for Industry

Last year’s cohort of PLANADVISER Emerging Leaders share what makes them excited about the future of their field.

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...

Data & Research

March 31st, 2026

Adviser 401(k) Compensation Continues to Decline

The latest ‘401(k) Averages Book’ found all sizes of 401(k) plans had continued fee compression, including reduced adviser payments, investment...