Weekday news and analysis for retirement plan advisers

Thursday, October 16, 2025 Exclusives | Awards | Research | Events

Data & Research Financial Advisers Can Help Boost ‘Longevity Preparedness’ People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age, according to John Hancock and the MIT AgeLab. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Plan Fiduciaries Compare Annuities in Subscription-Based ‘Hub’ The 401(k) Annuity Hub lets plan advisers and sponsors access a database of annuities while choosing retirement income options for their participants.

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

Blackstone Unit to Focus on Private Investments in DC Plans The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.

Advisory M&A News – 10/15/2025 NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and more.

Former Employees Accuse Duke of Misusing Forfeitures Former employees allege that Duke University chose not to use forfeited funds to reduce retirement plan expenses, even though contributions had already been offset.

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