AI Product & Service Launches – 6/1/2026
FMG launches marketing intelligence system for advisers; Zocks provides tech for Hightower advisers; Broadridge extends partnership with Kyndryl for digital...
News
Nuts and Bolts: When Do Roth Contributions Make Sense?
While Roth contributions are often conflated with after-tax contributions, experts say it may help to think of retirement assets going...
Retirement Industry Deals and People Moves – 5/29/2026
Fiduciary Trust Co. hires investment officer; Guardian appoints head of client solutions; Wells Fargo hires AI leader; and more.
Real Assets Emerge as Key Portfolio Diversifiers
Timberland, farmland and commercial real estate are gaining attention as protectors against market volatility, according to Bank of America.
DOL Presents 3 Oral Arguments Backing Employers in Forfeiture Cases
Department of Labor attorneys requested that the appeals courts affirm previous decisions to dismiss claims of fiduciary breach under the...
Product & Service Launches – 5/28/2026
PGIM launches actively managed core equity ETF; MetLife introduces flexible annuity option to guaranteed income offering; Dimensional Fund Advisors partners...
Most TDF Investors Stay Fully Invested, per EBRI, ICI
According to new research, 85% of surveyed plan participants maintained their all-target-date-fund lineup for at least six years.
Q1 401(k) Savings Rate Climbs to Record 14.4%
Fidelity also found that 403(b) contribution rates reached a new high in the first quarter, despite market volatility.
Estate Planning Clients Increasingly Turn to Advisers
Originally a task for attorneys, estate planning can now be embedded into advisory platforms.
Making Plan Communication Relevant for Multiple Generations
Advisers can take several approaches as they vie for different demographics’ attention and participation.
Advisory M&A News – 5/27/2026
LPL acquires Soundview Wealth Management, Emerald Wealth Management; Moneco Advisors taps 3 advisory teams; Cetera adds former Commonwealth adviser; and...
Employers Can Promote 529 Use Among Low-, Moderate-Income Employees
A new study from Commonwealth suggested that employers can help expand access to 529 accounts and communicate the value of the...
Are Indirect Compensation Structures a Concern for Healthcare Consultants?
Experts answer questions regarding fiduciary duties for health benefits in retirement plans.
Business Groups Challenge ERISA Class Certification in Amicus Brief
The U.S. Chamber of Commerce and the American Benefits Council claim there was insufficient ‘rigorous analysis’ to justify class certification...
Gold Surge Draws Retirees, but Risks Remain
Experts say precious metals are drawing renewed interest as alternative investments in individual retirement accounts.
How Advisers Can Help Modern Families Navigate Wealth Transfers
Family conversations about wealth transfers are typically the hardest when they happen too late.
Retirement Industry Deals and People Moves – 5/22/2026
Nationwide Retirement Solutions announces new product development leader; Jackson Lewis names leader for ERISA complex litigation group; Ascensus adds 2...
Common Pitfalls Can Endanger Retirees’ Finances
Debt and risky investments can frequently lead to long-term retirement consequences.
House Education and Workforce Committee Advances 3 Bills
The legislation is intended to prohibit PBM kickbacks, increase transparency in hospital billing and extend Form 5500 disclosure deadline.
Hospitals Sue CVS Health for $250M Pharmacy Scheme
Multiple federal lawsuits accuse CVS Health of orchestrating a scheme to divert $250 million in federal reduced-price drug program savings.