Weekday news and analysis for retirement plan advisers
Thursday, February 12, 2026
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Deals & People
Nuveen Offers to Acquire Schroders for $13.5B
The deal, which will create a firm with nearly $2.5 trillion in assets under management, is expected to close during the fourth quarter.
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NQDC Plan Participation Hits New Heights
Almost 70% of eligible executives participated in nonqualified defined contribution plans in 2025, according to the Plan Sponsor Council of America.
Today’s Most Read
1.
2026 PLANADVISER Adviser Value Survey
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BlackRock Trends Report Points to More Retirement Income, Participant Communication
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Americans Ready—but Not Prepared—to Retire
Cerity Partners to Merge with Verus to Expand Investment Capabilities
The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions.
Judge Dismisses Complaint Against Vanguard Over Transfer Fees
The plaintiffs alleged that added cost breached New York’s General Business Law and the Washington Consumer Protection Act.
Building Adviser Confidence With Charity Planning
About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw other business benefits.
Advisory M&A News – 2/11/2026
Osaic Affiliates With 2 Firms From LPL Financial; CAPTRUST acquires Alpha Cubed Investments; Bluespring Wealth Partners adds $2.3B with New England firm; and more.
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