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Benefits Decisionmakers May Miss Employees’ Top Priorities
While most employers use employee surveys to help inform their selection of benefits, Hub International’s 2025 Workforce Vitality Gap Index found that surveys only tell part of the...
2025 Top Retirement Plan Adviser: Nick Jahn
Thoughts from Nick Jahn, with SageView Advisory Group.
Product & Service Launches 8/14/25
Goldman Sachs AM files for Stablecoin Reserve Fund; SS&C introduces Black Diamond Wealth Solutions; FlexPATH surpasses $100 billion in AUM; and more.
‘Risk-Averse’ Investors Face Looming Risk of Low Returns
Cautious investors may be losing out during downturns in the economy, according to a study by Jackson National Life Insurance.
Mental Health Coverage Improves Yet Awareness Lags
Almost 40% of health care plan participants did not know if mental health services were covered in the same way as medical care, according to a survey by...
Advisory M&A News – 8/12/25
Osaic gains affiliates in California, Minnesota; Mercer Global Advisors acquires Family Wealth Planning Group; Aspen Standard Wealth acquires MG Financial; and more.
Can Financial Stress Be a Good Motivator?
Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly half said thinking about money motivates them to...
Opportunities Abound in Wealth Transfer Planning
Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report.
2025 Top Retirement Plan Adviser: Erin Hall
Thoughts from Erin Hall, with Strategic Retirement Partners.
Retirement Industry Deals and People Moves- 8/8/2025
Pacific Life hires Christine Bass to lead DCLI team; Michael Ferraro joins AllianceBernstein; EOX appoints Lisa Gomez to Board of Directors; and more.
Trump Signs Executive Order on Private Equity in 401(k) Plans
The Labor Department, Treasury and SEC are ordered to reexamine guidance around alternatives, including cryptocurrency in retirement plans to encourage wider adoption.
Retirement Readiness Holds Steady as Warning Signs Grow
The second version of IRALogix’s index showed stability on the surface, but deeper issues in planning and confidence point to growing retirement risks for Americans.
Chamber of Commerce Files Amicus Brief in Merrill Lynch Deferred Compensation Case
The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes...
Texas Securities Board Issues Guidance on Use of Data Aggregation Services by Investment Advisers
Pontera lauded the decision for ‘providing clear guidance that prioritizes investor choice and protections.’
Cuts to Social Security Administration Closes NBER Retirement and Disability Research Center
The cuts will affect retirement research at several institutions, including: the University of Wisconsin-Madison, Boston College, the National Bureau of Economic Research, and more.
Human Interest to Receive up to $50M Investment From Morgan Stanley
Morgan Stanley’s investment will help fund development of an “amplified” version of PartnerConnect that will be released during the year’s third quarter.
Retirement Industry Deals and People Moves- 8/1/2025
Voya Investment Management expands distribution and wealth solutions sales teams; ISC Group welcomes Poplarski as senior vice president of retirement services; ERISA attorney David Kaleda joins Eversheds Sutherland;...
Long-Term Care’s Unexpected Costs and Their Effect on Retirement Security
About 80% of 65-year-olds will need some form of long-term care, according to the Center for Retirement Research at Boston College.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
CRM Hack Exposes Data From Most of Allianz Life’s 1.4 Million US Customers
The breach was noticed one day after malicious actors gained access to the insurer's CRM system.