Weekday news and analysis for retirement plan advisers

Thursday, December 18, 2025 Exclusives | Awards | Research | Events

Deals & People Wealthspire Forms 350-Member Consulting Division, Wealthspire Institutional Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

SEC Issues Risk Alert on Investment Advisers’ Compliance With Marketing Rule The agency’s notice focused on issues concerning the provisions related to testimonials, endorsements and third-party ratings.

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

Deadline Extended for Retirement Plan Adviser of the Year Nominations! Don’t miss the chance to recognize plan advisers doing exceptional things for plan sponsors, plan participants or the industry. The final extended deadline is January 9, 2026.

Research Finds Slowdown in Spending During Retirement Spending for the average retiree gradually declines by more than 30% between ages 60 and 85, according to a new J.P. Morgan report.

IRS Issues Covered Compensation Tables for 2026 Plan Year The documents contain information on the permitted disparities in employer-provided contributions or benefits.

Advisory M&A News – 12/17/2025 Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell Financial Advisors; and more.

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