Special Coverage: Artificial Intelligence
As artificial intelligence continues to disrupt the retirement advisory space, firms are integrating AI-driven information and navigating technological, ethical and practical concerns.
Financial Wellness Fuels Retirement Wealth Convergence
Advisers are turning employer retirement relationships into broader wealth management opportunities.
DC Plans Involved in 63% of 2025 ERISA Litigation
Brokers Increase AI Use as Compliance Demands Grow
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Survey Findings
Quality and consistency of sponsor support was among the Top 5 criteria advisers use in recordkeeper selection.
Source: 2025 PLANADVISER DCIO Survey
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PLANADVISER is looking for the best retirement plan advisers, based on stats like number of plans and plan assets under advisement. Winners will be honored at our annual awards event in May!
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Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client...
FINRA elects chair of its National Adjudicatory Council; Prosperity Life Group names its president of...
The newly created role is intended to lead efforts to help advisers scale faster and...
ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more.
Prizm, Holistiplan partner on 1-click insurance reviews for advisers; BlackRock, Partners Group launch private markets...
TIAA launches multi-year guaranteed annuity; Franklin Templeton debuts emerging markets debt ETF; Trump Media announces...
In Practice
Financial Wellness Fuels Retirement Wealth Convergence
Prudential Rolls Out AI, Data-Based Enhancements for Adviser Program
OneDigital Adds Alts to Personalized Portfolios for DC Plans
Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans
Osaic Affiliates With 2 Firms From LPL Financial; CAPTRUST acquires Alpha Cubed Investments; Bluespring Wealth...
CAPTRUST grows in Kansas City with Meritage Portfolio Management acquisition; Cetera strengthens RIA platform with...
Cetera acquires $1.9B Louisiana firm; Bluespring Wealth Partners, Coghill Investment Strategies announce partnership; Mission Wealth...