Employees Trust Advisers, but Doubt Retirement Readiness, per NFP
Nearly 90% of surveyed employees trust employer-provided financial advisers, yet most are still unsure if they are prepared for retirement.
News
SEC Proposes E-Delivery as Default for Investor Communications
The Securities and Exchange Commission on Thursday proposed a rule that would make electronic delivery the default for most required...
Product & Service Launches – 7/16/2026
American Beacon, Mercer collaborate on model portfolio solutions; T. Rowe Price launches actively managed crypto ETF; Vanilla unveils concierge trust...
Academic Paper Lays Out Importance of Reforming Social Security Before Fund Depletion
Delaying reform could trigger fiscal and debt crises in the next decade, according to the Mercatus Center.
The Reality of ‘Frenemies’ in Provider Relationships
How recordkeepers may encroach on plan advisers’ client lists—and how both sides can best navigate that tension.
Schroders: Retirement ‘Magic Number’ Hovers at $1.2 M
On average, workplace retirement plan participants guessed they would need $1.2 million to retire comfortably, according to a Schroders survey,...
Advisory M&A News – 7/15/2026
LPL Financial adds Buell Wealth Management; NFP acquires Total Benefits Advisors; RISR partners with OnePoint BFG Wealth Partners; and more.
Retirement Industry Groups Want Northop Grumman’s Forfeitures Case Dismissed
The amicus brief filed by employer and business groups argues that the company’s retirement plan grants administrators discretion in allocating...
Bisignano Adds Trump Account Expansion to SSA, IRS Leadership Roles
Frank Bisignano, the Social Security Administration commissioner and IRS CEO, is tasked with supporting the ‘continued growth’ of the Trump...
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...
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...