Weekday news and analysis for retirement plan advisers
Thursday, February 19, 2026
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Morningstar Introduces 6 Multi-Manager Portfolio CITs
The six multi-manager collective investment trust portfolios are designed for use inside managed accounts.
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Brokers Increase AI Use as Compliance Demands Grow
iSolved found that 64% of surveyed brokers said AI is enhancing compliance tracking and reporting.
Today’s Most Read
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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
Short-Term Financial Pressures Slow Women’s Retirement Savings
A new report revealed a 13-point gap between women and men in retirement confidence, underscoring how competing financial priorities affect retirement readiness.
NYC Pension Groups Claim AT&T Violated Securities Law
The telecommunications company excluded a shareholder proposal that would require it to publicly disclose detailed workforce demographic data.
Advisory M&A News – 2/18/2026
Mai Capital Management acquires Loc Investment Advisers; First Northern Advisors acquires Beacon Wealth Strategies; Fiduciary Services Group acquires Future Planning Associates.
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