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Wednesday, May 28th, 2025
A topical newsletter from PLANADVISER
Retirement and Wealth Convergence
This week’s Spotlight series considers trends in retirement and wealth convergence.
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In Practice
A Dual Quest for Participant Assets
How can both recordkeepers and advisers work with participants, and what should those relationships look like?
Data & Research
Less Than Half of Americans Satisfied With Their Financial Advice
A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the value and need for greater access to financial professionals.
In Practice
Tech Issues at Forefront of Wealth Managers' Focus, Says Wipfli Report
The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and data privacy and security.
In Practice
Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income
A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants.
Deals & People
Hub Names EVP of US Employee Benefits and Retirement and Private Wealth
Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private wealth.
Deals & People
LPL Financial Acquiring Commonwealth Financial Network
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers.  
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