Note From the Editor: June 2026

Published on May 20, 2026

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue

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AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

May 20, 2026
The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stage.

Envestnet’s RIA Leaders Target Smaller Firms with Message of Flexibility

May 20, 2026
Envestnet has restructured its RIA outreach approach to serve firms of all sizes, according to new leaders brought in under CEO Chris Todd.