2+ day, 22+ hour ago   (190+ words) A large percentage of financial advisers—including those who work with retirement plans—are older than 50, and close to 40% are expected to retire within the next 10 years, according to research from Cerulli Associates and Commonwealth. To continue serving plan sponsors…...

3+ day, 56+ min ago   (395+ words) Mobile apps ‘significantly outperform’ websites in participant reviews, according to a study by JD Power. A plan sponsor’s provider choice matters, and the participant digital experience can play an important role in dictating that, according to the J.D. Power…...

4+ day, 20+ hour ago   (165+ words) Altruist adds financial planning to Hazel; Affiliated Advisors launches initiative with FINNY; and Archive Intel partners with Zocks for AI reviews. Hazel and the new agent are available to firms regardless of whether they custody assets with Altruist. Hazel builds…...

2+ week, 3+ day ago   (166+ words) Smart USA CEO Duane Bernt will own and continue to operate the U.S. entities, including Stadion Money Management Smart USA Co., a managed accounts provider, announced today it will be acquired by Rival Companies LLC, a management company owned by Smart…...

2+ week, 4+ day ago   (691+ words) For defined contribution investment only companies, competition has never been tougher, as large asset managers continue to leverage scale, distribution reach and technology investments to gain market share. At the same time, experts say, the rise of managed accounts, retirement…...

2+ week, 5+ day ago   (403+ words) Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more. Boosted.ai, an agentic artificial intelligence tool for investment management, released Alfa Prime, a multi-model AI “investment committee” that…...

2+ week, 5+ day ago   (629+ words) Once viewed primarily as a lower-cost alternative to mutual funds, collective investment trusts have become a DC plan staple. PLANADVISER’s most recent Defined Contribution Investment Only survey found that CITs accounted for 30.4% of DCIO assets in 2025, up from 28.7% in 2024. Assets…...

3+ week, 2+ day ago   (915+ words) Last year’s cohort of PLANADVISER Emerging Leaders share what makes them excited about the future of their field. From making a difference in retirement plan participants’ lives to integrating artificial intelligence in their workflows and new products into defined contribution…...

3+ week, 4+ day ago   (241+ words) The RIA, owned by Carlyle, acquired two wealth-focused firms. MAI Capital Management LLC, a registered investment adviser, acquired two advisory firms last week totaling approximately $1.04 billion in assets under management—California-based OG Private Wealth and Atlanta-based Waypoint Wealth Counsel LLC....

3+ week, 5+ day ago   (239+ words) SEI partners with Zocks; Mili, Holistiplan collaborate on AI-powered tax planning; Schwab Advisor Center Incorporates Zeplyn AI System; and more. As part of the relationship, SEI and Zocks will collaborate on adviser education, thought leadership, webinars, adoption resources and practice…...