Weekday news and analysis for retirement plan advisers
Wednesday, June 25, 2025
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Investors, Advisers Take Different Approach to Initial Retirement Years
A Global Atlantic survey showed mismatched priorities between financial professionals and clients during the critical ‘Fragile Decade.’
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Advisers’ Next Task? Learn About Crypto
A CoinShares study found the majority of wealthy investors are seeking expert guidance about digital asset investments.
Today’s Most Read
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DOL Submits Request for Information About PEPs to OMB
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Retirement Industry Responds to Passage of ‘Big Beautiful Bill’
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Empower Responds to Private Markets Inquiry from Senator Warren
Former CFA Institute CMO Accused of Embezzling $6M
An indictment alleges that Michael Collins stole funds from multiple employers by invoicing them for nonexistent services from companies he owned.
Michael Liersch Named Chief Planning Officer at Edelman Financial Engines
In the newly created role, Liersch will focus on financial planning, advice and solutions
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Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
How Advisers Can Help Plan Sponsors Navigate Demographic Shifts
Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.
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