The Retirement Plan Advisor as Plan Architect

Published on July 15, 2026

Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions.

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Advisors Are Prioritizing Independence. Are Alternatives Platforms Doing the Same?

July 15, 2026
The universe of alternative investments is only growing. As advisors increasingly look for opportunities to diversify their client portfolios. But independent advisors who have purposefully built their businesses on doing what is best for their clients deserve to have partners who are doing the same.

Producer Price Index: Wholesale Inflation Unexpectedly Falls in June

July 15, 2026
The Producer Price Index (PPI) experienced its largest decline in over a year in June, with wholesale inflation dropping 0.3%.