Weekday news and analysis for retirement plan advisers

Monday, November 17, 2025 Exclusives | Awards | Research | Events

In Practice Rethinking Opportunities for RIA Growth OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’ News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Do Retirement Portfolios Need ‘Protected’ Income? Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper.

Today’s Most Read 1. Federal Appeal of DOL Fiduciary Rule Ends in Circuit Court 2. A New Age for PEPs 3. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series

As Adults Age, Gender Gap in Financial Literacy Becomes More Problematic Understanding how financial literacy changes as men and women age is important for improving educational interventions and protective measures, according to the Pension Research Council.

2025 PLANADVISER Emerging Leaders: Grace Bennett Grace Bennett, Lebel & Harriman Retirement Advisors’ director of operations and relationship manager, employer financial services, shares what she thinks could help improve the retirement industry and participant outcomes in the future.

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