Products & Services Launches – 8/27/2026
Amplify Technology partners with Brookwood Investment Group and TMX Group completes acquisition of RAFI Indices.
News
Public Sector Workers Less Likely Than Private Employees to Seek Financial Advice
MissionSquare research found public sector employees are less likely to work with financial professionals and more likely to rely on...
The Evolving ‘Face’ of Investment Models
Industry professionals continue to look for ways to personalize investment products for retirement plan participants.
GAO Asks DOL to Clarify Permissible Participant Data-Sharing Practices
A Government Accountability Office report found that most of the 31 service providers it examined did not follow ‘leading privacy...
Advisory M&A News – 8/26/2026
Mercer Advisors acquires NorthAvenue Financial Advocates; LPL adds Conte Wealth Advisors; Carson Group adds 2 new advisers to independent channel;...
Participants With Managed Accounts Make Larger Contributions, per Morningstar
Participants using managed accounts within voluntary enrollment plans contributed 1.2 to 2.3 percentage points more than non-users across all age...
Rival Companies LLC Purchases Smart’s US Businesses
Smart USA CEO Duane Bernt will own and continue to operate the U.S. entities, including Stadion Money Management
A Concentrated Market
As DCIO competition intensifies, can smaller investment managers and providers keep up?
Vanguard Buying Altruist in New Deal
Under the definitive agreement, Altruist will operate as a standalone business and retain its current leadership and operating model.
2027 Employer Healthcare Costs Projected to Grow up to 11%
Recent reports credit catastrophic claims, specialty drugs and chronic medical conditions for the heightened figures.
Fidelity Finds First Half of 2026 Reached $342.9B In Client Assets Acquired
When thinking about acquiring, buyers are considering a firm’s cultural fit, client experience and long-term strategic alignment before making an offer.
Parents Want More Financial Education in Schools
Surveyed parents strongly supported financial education, but say their children are getting less instruction in investing and retirement planning.
ERIC Urges Appeals Court to Uphold Dismissal favoring Progressive in Surcharge Case
The ERISA Industry Committee argued that allowing employees to seek retroactive refunds would undermine employer-sponsored wellness programs authorized under ERISA.
ASPPA Designs Qualified Pooled Plan Professional Credential
The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements.
Gen Z Saves for Retirement While Exploring Investment Strategies
More than one-quarter of surveyed Generation Z investors said they used sports betting as part of a long-term investing strategy,...
AI Product & Service Launches – 8/24/2026
Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more.
NFP Finds Succession Planning Support Vital for Executive Benefits
Succession planning has become a key focus for 62% of executives, but many organizations have yet to align benefits with...
CIT Adoption Ticks Up as Providers Focus on Transparency, Growth
Collective investment trusts are becoming a staple of defined contribution plans, driven by flexibility and lower costs.
What Can Defend Against Fixed Income’s ‘Conundrum’?
Co-founders of an OCIO services provider argue that traditional bond allocation in a 60/40 portfolio comes up short in diversification.
Pontera Adds Nondiscretionary Retirement Advice Option to Infrastructure
The offering, set to launch in September, will allow advisers to provide investment recommendations that clients can review and implement...