Weekday news and analysis for retirement plan advisers

Thursday, February 26, 2026 Exclusives | Awards | Research | Events

Deals & People Kevin Murphy Named Retirement VP at Broadridge After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Trump Announces New Retirement Plan in State of the Union Speech The presidents' proposal resembled the Saver’s Match established by SECURE 2.0.

Today’s Most Read 1. 2026 PLANADVISER Adviser Value Survey 2. BlackRock Trends Report Points to More Retirement Income, Participant Communication 3. Americans Ready—but Not Prepared—to Retire

Gen Z, Millennials Share Need for Financial Advice As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an important part of overall well-being.

What Record Life Expectancy Means for Retirement Longer life expectancies have redefined retirement planning conversations and have raised the stakes for saving.

Nearly Half of Workers in Survey Unaware of Saver’s Credit Participants may need better awareness of the tax credit for retirement account contributions, as well as other savings account opportunities.

Advisory M&A News – 2/25/2026 CAPTRUST adds Tampa adviser team; OneDigital acquires Derse Morgan Financial Advisors; Osaic Channel welcomes $1.2 billion Bard Financial Services; and more.

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