Weekday news and analysis for retirement plan advisers

Tuesday, November 04, 2025 Exclusives | Awards | Research | Events

In Practice Next-Gen Advisory Leaders Focus More, Wear Fewer ‘Hats’ Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Expert Says Social Security Not ‘Going Bankrupt’ Social Security has survived past solvency crises, but it is not clear to industry expert Marcia Mantell what action Congress will take before payouts are projected to decrease in 2034.

Today’s Most Read 1. Anticipating the Next Wave of ERISA Lawsuits 2. Aquarian Capital Acquires Brighthouse Financial 3. How Small Business Owners Benefit from Financial Advisers’ Help

GOP Takes Aim Anew at ESG in Retirement Investing Senator Bill Cassidy’s reintroduced bill that would solidify guidance offered during President Donald Trump’s first term that fiduciaries must only consider ‘pecuniary’ factors.

Equity Returns on ESOPs Outpace S&P 500 More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P at 11.9%.

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