Advisors Brace for Major Retirement Policy Shifts in 2026

Published on December 17, 2025

LPL Financial explores trending retirement policy shifts topics, including Trump Accounts and private equity’s expanding role in 401(k)s.

Continue reading on website
Other news

Lenders: RIA Loan Activity Rose in 2025

December 17, 2025
Behind the private equity-driven headlines, small- to mid-market RIA debt originators say 2025 was one of the most active years on record, largely driven by financing acquisitions and internal equity purchases.

Deferring Income to Next Year With RSU and Option Timing

December 18, 2025
As the year winds down, many tech professionals start thinking about how their equity will affect their tax bill. A December RSU vest or option exercise does not always feel like a big event on the surface, but it can change your tax bracket, increase withholding needs, or reduce deductions you were counting on. The timing matters more than most people expect.The good news is that you often have m