Compliance October 24th, 2025 Social Security Benefits to Increase by 2.8% in 2026 The average monthly benefit for retired workers will rise to $2,064 from $2,008, starting in January, following the announcement of...
Data & Research October 24th, 2025 Workers Prefer ‘Human Touch’ During Open Enrollment Process More than six out of 10 surveyed employees wanted human interaction when discussing sensitive life events in the context of...
Products & Services October 24th, 2025 Product & Service Launches – 10/24/2025 Franklin Templeton expands ETF offerings; ISS STOXX unveils real asset climate solutions; Aberdeen Investment expands active ETF lineup; and more.
Data & Research October 24th, 2025 How Advisers Right Retirement Planning Gone Awry From helping clients regain a sense of financial control to locating held-away retirement accounts, Pontera details the key roles filled...
In Practice October 24th, 2025 Roth Compliance Tops Advisers’ Q4 To-Do List SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the...
Products & Services October 22nd, 2025 Edward Jones Expands Retirement Plans With Nationwide, Voya Products Clients will also gain access to a digital third-party administrator and a digital financial wellness platform.
In Practice October 22nd, 2025 IAA, Schwab Enter ‘Strategic Relationship’ The trade association and custodian announced they will collaborate on industry advocacy and resources for registered investment advisers.
Deals & People October 22nd, 2025 Advisory M&A News – 10/22/2025 Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.
Products & Services October 22nd, 2025 Vestwell Debuts PEP for Small 401(k) Plans The defined contribution pooled employer plan is best suited for plans with more than 80 participants and less than $2.5...
Data & Research October 22nd, 2025 Only 10% of Pre-Retirees Want to Wait for Maximum Social Security Benefits More than one-third of surveyed workers told Schroders they would not delay claiming Social Security until age 70 because they...
Data & Research October 21st, 2025 Is the ‘4% Rule’ of Decumulation 100% Wrong? From insurance overlays to TIPS ladders, retirees have options to replenish their savings, rather than only withdrawing and risking account...
In Practice October 21st, 2025 For Retirement Security, Income Is the Outcome Colbert Narcisse, the chief product and business development officer for TIAA, proposes a three-part framework to increase guaranteed lifetime income...
Compliance October 20th, 2025 PRT Case Against Allegheny Technologies Dismissed A judge in Pennsylvania wrote that plaintiffs lack standing to sue Allegheny Technologies over a transfer of $1.5 billion in pension...
Data & Research October 20th, 2025 Why the Future of Retirement Planning Is Female Women are expected to inherit $30 trillion in wealth from Baby Boomers by 2030, but they remain underserved by financial...
Deals & People October 20th, 2025 2026 Retirement Plan Adviser of the Year Awards Nomination Period Open Nominations are now being accepted in six categories.