Weekday news and analysis for retirement plan advisers

Friday, July 18, 2025 Exclusives | Awards | Research | Events

Data & Research Wealth Management Industry Faces ‘Talent Crisis’ Amid Growing Need for Financial Professionals Early-career advisers said firms should invest in AI and branding to attract and retain talent, according to the annual J.D. Power Satisfaction Study. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

In Big OCIO Play, Franklin Templeton Hires Longtime Mercer Leader After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to grow the company's outsourced CIO business.

Today’s Most Read 1. Ascensus to Acquire AmericanTCS 2. Steve Scanlon, Bryan Pinsky to Lead Retirement Divisions Following Equitable-Corebridge Merger 3. Ford Accused of Improper Use of Employees’ 401(k) Savings

2025 Top Retirement Plan Adviser: Loraine Montanye Thoughts from Loraine Montanye, with DBR & CO.

Product & Service Launches 7/17/25 Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration partnership; and more.

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