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Sponsored by American Century Investments
Cracking the Retirement Code: Income Replacement Rates
Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could...
Sponsored by American Century Investments
Women Shape $124T Wealth Transfer, Future of Banking
New research revealed what women expect from digital banking and how institutions can win their long-term loyalty.
75% of Early Retirees Have Savings Regrets
More than half of surveyed retirees stopped working sooner than they had planned—at an average age of 56, according to a new report from Manulife John Hancock Retirement.
Corporate Pension Funding Marks 7 Months of Momentum
Higher price-to-earnings ratios and discount rates that remain greater than 5% suggest the hot streak may be easing, according to October Three.
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.
Rethinking Opportunities for RIA Growth
OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’
Shutdown’s End Sets Stage for Retirement Plan Contribution Limits
The lengthiest government shutdown left the IRS’ release of annual contribution limits for qualified defined contribution plans and individual retirement accounts way behind schedule.
How ESAs Benefit Employees, Employers
Studies find that emergency savings accounts boost financial wellness and help employees feel ‘more positive’ about employers’ benefits.
Distribution Flexibility Helps Retirees Preserve Assets, per Vanguard
New research found participants with flexibility were 35% more likely to remain in-plan three years after retirement and held larger average balances than those without.
Investor Coalition Says SEC Support for Forced Arbitration ‘Threatens’ Markets
More than 60 institutional investors managing a combined $8 trillion sent a letter claiming the Securities and Exchange Commission’s decision will ‘destabilize confidence in U.S. markets’.
Anticipating the Next Wave of ERISA Lawsuits
Pooled employer plans could be the next big target in ERISA litigation, according to Jamie Fleckner, an ERISA defense attorney for Goodwin Procter LLP.
How Small Business Owners Benefit from Financial Advisers’ Help
Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and SCORE study.
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.
Retirement Realities – What Sponsors May Be Missing
What do plan sponsors believe about retirement readiness, and how does that compare to what participants actually feel? During this webinar, Glenn Dial, Senior Retirement Strategist at American...
Sponsored by ACI
On Demand Do Advisers Ignore AI at Their Peril?
Strategic Retirement Partners’ Jeff Cullen talks about how to use the technology in plan practices, during a PLANADVISER 360 Conference fireside chat.
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%.
Succession Planning Beyond the C-Suite
Advisers discuss how they are identifying and developing future leaders across departments.
ISS STOXX Launches Real Assets Climate Solutions Suite
The tools aim to help investors understand climate risks within their portfolios.
ICI Pushes for ‘Robust’ Marketplace for Trump Accounts
The Investment Company Institute said the new tax-preferred investment vehicle for newborns would ‘undermine competition’ if they were opened through a single, U.S. Treasury-selected provider.