Weekday news and analysis for retirement plan advisers

Thursday, November 06, 2025 Exclusives | Awards | Research | Events

Deals & People Wealthspire Combines 5 Businesses Under Single Platform The wealth and retirement platform, which combines 5 NFP Corp. entities, has more than $580 billion in assets under management or advisement. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Hess to Pay $850K ERISA Settlement The settlement will cover more than 6,000 current and former participants of the Hess Corp. Employees’ Savings Plan.

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

Young Adults Defining ‘Success’ by Flexibility and Autonomy, Not Corporate Ladder A Citizens Financial Group survey found that most young adult respondents prioritized financial independence and fulfillment, rather than wealth.

Advisory M&A News – 11/5/2025 Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; Mai Capital Management acquires Evoke Advisors; and more.

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