Note From the Editor: May 2025

Published on April 15, 2025

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

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Advisor Builds a Bridge to Connect 401(k) Savers With Wealth Management Services

April 15, 2025
Retirement plan advisor Shane Hanson’s Viserly hopes to overcome a long-standing growth impediment: Getting advisors the data they need to better connect workplace savers with broader wealth management services.

On the Cover: May 2025

April 15, 2025
Legal Editor Anna Sulkin Stern discusses this month's cover art.