Weekday news and analysis for retirement plan advisers

Monday, November 10, 2025 Exclusives | Awards | Research | Events

Data & Research Going Beyond DC Plans’ Defaults While target-date funds have age-appropriate levels of risk, they do not consider unique life circumstances or participants’ diverse levels of savings, according to an Allspring report. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Aquarian Capital Acquires Brighthouse Financial Stockholders of the Charlotte, North Carolina-based insurance company will receive $70 per share in an all-cash transaction valued at approximately $4.1 billion.

Today’s Most Read 1. Vestwell Acquires Accrue 401k, Adding 30,000 Plans 2. Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution 3. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series

Modern Wealth Names Derek Bruton Head of M&A The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy.

Retirement Industry Deals and People Moves – 11/7/2025 Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and wealth; Financial Planning Standards Board names new chief operating officer; and more.

2025 PLANADVISER Emerging Leaders: John Bartlett John Bartlett, director of retirement services at CFS Investment Advisory Services, shares how he contributes to his firm’s growth and progress.

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