Medicare Outpatient, Drug Expenses to Strain US Fiscal Resources, per CRR
In 11 years, the US is slated to pay more for Medicare than Social Security, according to research by the...
News
JP Morgan: Participants Willing to Hand Retirement Planning to Professionals
Nearly two-thirds of surveyed defined contribution plan participants relied on their own financial adviser or one provided by an employer...
Alts Studies Find Widespread Adviser Adoption, Growing Sponsor Interest
Ninety-five percent of advisers surveyed by Cion, YCharts and Compound Insights reported using alternative investments in client portfolios.
Advisory Organic Growth Comes From ‘Will,’ ‘Skill,’ per Study
High-growth advisory practices are more likely to offer financial planning and work in teams, according to a report by analytics...
AT&T Seeks to Settle Pension Class-Action Lawsuit for $184M
Pending district court approval, the agreement would conclude an ERISA case accusing the company of reducing pension payments.
Private Credit, AI Investments Emerge as Key Mid-Year Investments
In a higher-for-longer rate environment, a mid-year outlook by Fortress Investment Group predicted that private credit will outperform private equity.
Bill for CITs in 403(b) Plans Backed by 30 Retirement CEOs
The industry leaders urged the Senate committee to prioritize and approve the legislation, as Congress approaches its August recess and...
401(k) Participants Pay ‘Wrong’ Debts First, per Vanguard
The best retirement outcomes result from participants paying down higher-interest debt and maximizing their employer matches, according to a recent...
AI Product & Service Launches – 7/13/2026
Voya Partners expands SinglepointAI partnership; Amplify launches custody solutions for RIAs; First Recon AI rolls out security platform; and more.
Recordkeepers Prioritize PEPs to Spur Growth
Nearly 60% already recordkeep the increasingly popular pooled plans, with an additional 17% planning to do so within the next...
DOL, American Benefits Council Back Intel in ERISA Case
Amicus briefs by the Department of Labor and the employer group warned the Supreme Court to not allow lawsuits under...
Clients Want Advisers Who Know Estate Planning, per Survey
More than half of surveyed clients expected their financial adviser to offer estate planning.
Retirement Industry People Moves – 7/10/2026
Lido Advisors appoints Dan Marquis as CFO; IRALogix hires Lisa Matthews as VP of fraud and risk; Cerity Partners hires...
Delaware Lawmakers Approve Auto-Enrollment for State 457(b) Plan
Fifteen states now have some automatic enrollment of public sector employees, but nearly half of US states prohibit it.
AI Adoption Brings Client, Adviser Returns, per Studies
Nearly 70% of advisers believe artificial intelligence has had a positive effect on their industry, according to Edward Jones.
Most Women Lack Confidence in Managing Finances, per RIA Survey
Only 31% of surveyed women felt highly confident taking control of savings and assets, according to Beacon Pointe Advisors.
EBRI: Financial Capability Linked With Workplace Financial Education Programs
Even when controlling for demographic variables, positive relationships remain, according to data from a joint study.
Product & Service Launches – 7/9/2026
Vanguard offers adviser framework to Envestnet; BlackRock Aladdin expands private markets benchmarks, indexes; Bloomberg provides pre-trade analysis API; and more.
Russell Investments to Be Sold to B Capital, CalPERS
The venture capital firm, California’s public pension fund and other investors are reportedly paying $2.8 billion for the asset manager.
Goldman Sachs Becomes OCIO for $70B From Verizon, Lockheed Martin
This comes amid a wave of plan sponsors opting to outsource the investment management of their pension plans.