AI Product & Service Launches – 7/6/2026
Candidly releases Trump Accounts guidance; OakPath launches personal coach ‘Aggi’ for retirees; and Vestmark opens AI research center.
News
What Does Fiduciary Review of Digital Assets Look Like?
A legal expert says that advisers who understand the workings of digital assets and ERISA rules will be ‘invaluable’ to...
Consolidated Audit Trail Revamp Backed by SIFMA, Investment Trade Groups
Groups expressed concern over the CAT’s funding and ‘Orwellian’ threats to investors’ privacy.
Retirees of All Income Levels Reduce Spending Over Time, per Study
Prudential’s David Blanchett argued that retirees’ decreased spending is mostly due to choice, rather than financial hardship.
Small Business Owners Need Wider Adviser Support, per Voya
More than 90% of small business owners surveyed said advisers should be equipped to help with employee retention.
White House Reviews DOL’s Alternate ESG Rule
Although not yet published, the proposed regulation is expected to bar fiduciaries from weighing climate and social factors.
Product & Service Launches – 7/2/2026
Ascensus adds Roth options to SIMPLE IRA plans; MissionSquare to offer debit cards for health savings accounts; and more.
How and Why Advisers Should Study Up on Estate Planning
By understanding estate and trust taxes, advisers can branch into a lucrative side of wealth management.
Parsons Corp. Sued for Alleged $28M Losses in 401(k) Plan
The Virginia lawsuit claims that plan fiduciaries kept a Nuveen fund that consistently trailed the S&P 500 for years.
What Makes a Provider Partnership Truly ‘Fiduciary-Ready’?
All parties need to connect effectively and document relevant processes.
House Hearing Airs Partisan Rift Over Healthcare Costs
Democrats said that Medicaid and ACA reductions threaten workers while Republicans backed direct contracting as a way to lower employer...
Treasury Shares Investment Options for Trump Accounts
The default will be a State Street exchange-traded fund based on the S&P 500, and four more index funds will...
Advisory M&A News – 7/1/2026
Savant Wealth Management acquires Richard Brothers Financial Advisors; Wealth Enhancement buys Shufro-Glass Group; Osaic adds $575M advisory team; and more.
Recordkeepers’ Service Models, by the Numbers
Three dozen recordkeepers give insights into what they offer plan advisers, sponsors and participants.
How Plan Advisers Smooth Communications Between Providers, Clients
Advisers are increasingly the central hub for the multi-provider ecosystem, connecting recordkeepers, third-party administrators, investment providers and clients.
Why Does Gen Z Like Roth Plans?
According to Fidelity, 21% of Gen Z participants contribute to a Roth 401(k)—and overall Roth participation is rising.
Empower Set to Acquire Milliman Retirement Administration Business
The transaction is expected to add more than 1,100 defined contribution plans and 400 defined benefit plans to the Empower...
Trump Names Keith Sonderling as Secretary of Labor Nominee
President Donald Trump nominated Acting Secretary of Labor Keith Sonderling to permanently head the Department of Labor via a social...
Wealth Managers Expect Interest in Alts to ‘Accelerate,’ per Brookfield
Three separate surveys tracked how advisers and investors are turning their increased knowledge of alternative investments into action.
AI Product & Service Launches – 6/29/2026
CentSight launches platform for business owners; RightCapital releases Agent Iris; and Advisor CRM Debuts Ember for Client Engagement.