Weekday news and analysis for retirement plan advisers

Friday, December 12, 2025 Exclusives | Awards | Research | Events

Data & Research Advisory Teams Report Higher Growth, Assets Than Solo Practices Team-based wealth management practices also reported more succession planning than solo practices, according to a Cerulli report. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

House Passes INVEST Act, Brings CITs One Step Closer to 403(b) Plans The Senate will next vote on the INVEST Act, which includes new safeguards for senior investors and a broadening of the definition of accredited investor.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? 3. Busting 5 Myths About Private Market Investments

Vanguard Predicts AI-Centered Economy, Steady Inflation in 2026 The US is positioned for a modest 2.25% acceleration in economic growth and 2.6% core inflation, according to Vanguard’s 2026 economic outlook.

Pontera, Fidelity Fight Over Third-Party Access to Plan Data The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.

Senate Committee Debates Social Security Funding Proposal The Senate HELP Committee also looked at proposals over ESG-oriented investing and early career savings.

Product & Service Launches - 12/11/2025 CAIS Advisors announces sports, media and entertainment fund; Magnifact introduces real-time annuity tracking at Revol One; Cohen & Steers launches 2 new ETFs; and more.

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