Weekday news and analysis for retirement plan advisers

Thursday, October 23, 2025 Exclusives | Awards | Research | Events

In Practice IAA, Schwab Enter ‘Strategic Relationship’ The trade association and custodian announced they will collaborate on industry advocacy and resources for registered investment advisers. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Vestwell Debuts PEP for Small 401(k) Plans The defined contribution pooled employer plan is best suited for plans with more than 80 participants and less than $2.5 million in assets, according to Vestwell.

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

Advisory M&A News – 10/22/2025 Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

2025 Top Retirement Plan Adviser: Manny Alonso Thoughts from Manny Alonso, with Raymond James.

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