Alison Cooke Mintzer

1 week ago | planadviser.com | Alison Cooke Mintzer

Viserly, the participant engagement platform, is now available to the broad retirement plan and benefits adviser community. This rollout comes after hundreds of demos, adviser conversations, and custom buildouts, says founder Shane Hanson. Hanson, a retirement plan adviser himself, says that he believes advisers have operated at a disadvantage to recordkeepers, as they haven’t had access to the same data in real time.

2 weeks ago | planadviser.com | Alison Cooke Mintzer

Nearly two-thirds (62%) of advisers are more bearish in their market outlook today compared to 12 months ago, with only 12% reporting increased optimism, according to the 2025 Interactive Brokers Advisor Insights Survey, fielded in April. Nearly two in five (38%) of the 113 registered investment advisers surveyed are bearish on the US market, with 31% saying they are bulls. However, on global markets, 38% are bullish, while 11% are bearish.

3 weeks ago | planadviser.com | Alison Cooke Mintzer

CAPTRUST Financial Advisors has appointed Mike Wunderli as head of mergers and acquisitions (M&A), to lead the firm’s strategic inorganic growth initiatives. Wunderli joins CAPTRUST from ECHELON Partners, a boutique investment bank where he served as a managing director since 2016, overseeing M&A activities across the wealth and asset management industry. Prior to ECHELON, Wunderli spent 12 years at Lehman Brothers and UBS.

1 month ago | planadviser.com | Alison Cooke Mintzer

Today, the U.S. Department of Labor’s Employee Benefits Security Administration rescinded a 2022 compliance assistance release directed at plan fiduciaries considering plan investments in cryptocurrencies. The 2022 guidance, published by the DOL’s Employee Benefits Security Administration, directed plan fiduciaries to exercise “extreme care” before they consider adding a cryptocurrency option to a 401(k) plan’s investment menu for plan participants.

1 month ago | planadviser.com | Alison Cooke Mintzer

PLANADVISER announced the 2025 Retirement Plan Adviser of the Year Award Winners at the Industry Leaders Awards in New York on Thursday. At the annual awards dinner, winners and finalists were recognized for demonstrating leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.