Weekday news and analysis for retirement plan advisers

Monday, January 26, 2026 Exclusives | Awards | Research | Events

Compliance Trump ‘Not a Huge Fan’ of Homebuyers Using 401(k), 529 Savings Without Penalties Retirement accounts were part of the debate about, but not included in, an executive order on housing affordability. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Advisory M&A Climbed in 2025, Driven by Consolidators Both MarshBerry and Devoe & Co. tracked the ‘momentum’ behind 2025’s record mergers and acquisitions.

Today’s Most Read 1. Cerity Partners to Merge with Verus to Expand Investment Capabilities 2. Nuveen Offers to Acquire Schroders for $13.5B 3. US Annuities Reach Record $461B in Sales in 2025

Which Fund Structure Nearly Doubled Over 11 Years? From 2013 to 2023, DCIIA estimated an annual increase of about 2.5%.

Prime Capital Financial Names New President, CIO Both executives worked previously on the company’s investments.

Retail Nears Institutional Market Share of Professionally Managed Assets Both retail client channel and institutional channel assets reached all-time highs across US markets, according to Cerulli.

Retirement Industry Deals and People Moves – 1/23/2026 Kestra Financial names new head of advanced planning; OneDigital names 3 new leaders; MissionSquare adds 2 hires to managed accounts team; and more.

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