Retirement Industry Deals and People Moves – 10/24/2025
Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.
News
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...
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...
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.
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...
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...
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.
IAA, Schwab Enter ‘Strategic Relationship’
The trade association and custodian announced they will collaborate on industry advocacy and resources for registered investment advisers.
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.
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...
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...
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...
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...
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...
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...
2026 Retirement Plan Adviser of the Year Awards Nomination Period Open
Nominations are now being accepted in six categories.
AI Use Could Boost Public Sector’s Retirement Planning
A MissionSquare Research Institute study revealed that employees who felt confident using artificial intelligence tools reported higher job satisfaction.
Annuities Market Poised to ‘Evolve and Grow’
Annuity market sales are projected to reach $450 billion in 2025, roughly double the volume seen in 2020, due to...
Cornell 403(b) Plan Lawsuit Returns to District Court
A district judge in New York will decide the next steps in the case alleging excessive recordkeeping fees in Cornell...
Q3 Sees Record $1.2T in RIA M&A
Reports by Echelon and MarshBerry anticipate a record-breaking year for total number of merger-and-acquisition deals involving registered investment advisers and...