Constitution Capital, Principal Launch CITs Including Private Market Assets
The collective investment trusts are intended for professionally managed products and services.
News
Why It’s So Hard to Get Gig Workers to Save for Retirement
Lawmakers have floated new retirement plans, portable benefits and federal incentives for independent workers, but more options might not mean...
Aon Acquires USI from KKR for $17B
USI Consulting Group’s parent company is expected to expand Aon’s ‘middle-market’ insurance platform.
NPPG Acquires Managed Account Provider ProManage
The deal comes days after ProManage’s previous owner was purchased by a management company.
AI Product & Service Launches – 8/31/2026
Ai Global Solutions adds financial services practice; Practifi launches Sentir CRM; and Security Risk Advisors releases ScalrCALR AI.
PBGC Updates 4 Categories of Interest Rates in August
Pension plans and multiemployer plans use the heightened rates for valuation and funding purposes.
Advice for 2026 Emerging Leaders From the 2025 Cohort
Last year’s group of PLANADVISER Emerging Leaders share what the incoming class should keep in mind for their year of...
Program Administrator, Multi-State Partnerships Sought by Washington Saves
The state-facilitated retirement program is expected to launch next July.
Retirement Industry People Moves – 8/28/2026
Prosperity taps Jeff Lenhart as president; Jackson Lewis names new employee benefits principal; and State Street appoints Pete Dorsey as...
Digital Financial Tools Can Improve Retirement Readiness, but Can’t Replace Human Advice
Remote financial wellness programs can improve retirement saving behavior, but surveyed consumers still prefer personal or hybrid communication with advisers.
Products & Services Launches – 8/27/2026
Amplify Technology partners with Brookwood Investment Group and TMX Group completes acquisition of RAFI Indices.
Public Sector Workers Less Likely Than Private Employees to Seek Financial Advice
MissionSquare research found public sector employees are less likely to work with financial professionals and more likely to rely on...
The Evolving ‘Face’ of Investment Models
Industry professionals continue to look for ways to personalize investment products for retirement plan participants.
GAO Asks DOL to Clarify Permissible Participant Data-Sharing Practices
A Government Accountability Office report found that most of the 31 service providers it examined did not follow ‘leading privacy...
Advisory M&A News – 8/26/2026
Mercer Advisors acquires NorthAvenue Financial Advocates; LPL adds Conte Wealth Advisors; Carson Group adds 2 new advisers to independent channel;...
Participants With Managed Accounts Make Larger Contributions, per Morningstar
Participants using managed accounts within voluntary enrollment plans contributed 1.2 to 2.3 percentage points more than non-users across all age...
Rival Companies LLC Purchases Smart’s US Businesses
Smart USA CEO Duane Bernt will own and continue to operate the U.S. entities, including Stadion Money Management
A Concentrated Market
As DCIO competition intensifies, can smaller investment managers and providers keep up?
Vanguard Buying Altruist in New Deal
Under the definitive agreement, Altruist will operate as a standalone business and retain its current leadership and operating model.
2027 Employer Healthcare Costs Projected to Grow up to 11%
Recent reports credit catastrophic claims, specialty drugs and chronic medical conditions for the heightened figures.