| Recent News from around the Web |
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Rick Wurster explains his first M&A deal in RIA terms and uses data points that bolster his case that Charles Schwab's 46 million client accounts can dominate private share markets
RIA Biz
11/12/2205 9:39:00 PM
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DC Plan Sponsors to Focus on Financial Wellness, Compliance and Cutting Costs in 2026
401k Specialist
11/12/2205 2:00:00 PM
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More than 60 state officials and pension funds criticize SEC's new mandatory arbitration policy
Pensions & Investments
11/6/2205 11:37:00 AM
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Investment Co. Inks Deal To End Royal Caribbean 401(k) Fight
Law360
11/18/2025 7:10:00 PM
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Mass. Health Co. Settles 401(k) Suit Over Pricey Fees, Funds
Law360
11/18/2025 6:45:00 PM
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Plan Sponsors Consider CITs for Private Market Exposure
401k Specialist
11/18/2025 6:00:00 PM
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SEC's 2026 Exam Priorities Put Spotlight on Retirement Investors
Plan Sponsor
11/18/2025 5:00:00 PM
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SEC Grants Dimensional Approval to Launch ETF Share Classes
chief investment officer
11/18/2025 4:30:00 PM
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2 Firms Guide Artisan Partners' Real Estate PE Acquisition
Law360
11/18/2025 4:25:00 PM
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SEC approves Dimensional Fund Advisors launch of ETF share class for 13 mutual funds
Reuters
11/18/2025 4:04:00 PM
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Large-Cap US Sustainable Funds Lead Big US Stocks This Year
Morningstar
11/18/2025 4:00:00 PM
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Indiana Launches 'Reclaim Your Retirement' Database
Plan Sponsor
11/18/2025 3:00:00 PM
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TIAA's Thasunda Brown Duckett calls for policies to address 3 retirement gaps
Pensions & Investments
11/18/2025 2:42:00 PM
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7 Top SEC Exam Priorities for 2026
ThinkAdvisor [Investment Advisor]
11/18/2025 2:18:00 PM
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Dynasty poaches Franklin for first private markets gatekeeper
citywire
11/18/2025 2:00:00 PM
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Fund Files: Fidelity PM to come off $100bn in funds; State Street launches leveraged loan ETF
citywire
11/18/2025 2:00:00 PM
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Commodities PM Matthew Schwab dies at 54
citywire
11/18/2025 1:30:00 PM
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SEC drops crypto from 2026 exam priorities while emphasizing AI, cybersecurity and new rules
Pensions & Investments
11/18/2025 12:32:00 PM
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Artisan Partners to acquire real estate firm Grandview Property Partners
Pensions & Investments
11/18/2025 12:17:00 PM
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Artisan acquires $940m real estate PE shop
citywire
11/18/2025 12:00:00 PM
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SEC 2026 Exam Priorities to Focus on Older Investors, Retirement Savers
NapaNet
11/18/2025 12:00:00 PM
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AssetMark rolls out 4 interval funds in private markets debut
citywire
11/18/2025 12:00:00 PM
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Fidelity Enters Solana ETF Race as BlackRock Sits on Sidelines
ETF.com
11/18/2025 11:30:00 AM
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SEC formally approves Dimensional Fund Advisors launch of ETF dual share classes
Pensions & Investments
11/18/2025 11:16:00 AM
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Russell Will Pay $500,000 to Exit Royal Caribbean 401(k) Lawsuit
Bloomberg
11/18/2025 10:45:00 AM
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Artisan Partners buys real estate PE firm Grandview Property Partners
Seeking Alpha
11/18/2025 10:40:00 AM
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AT&T Escapes Would-be Class Suit Over 401(k) Forfeiture Handling
Bloomberg
11/18/2025 10:12:00 AM
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Nestimate Introduces TDF Analyzer
401k Specialist
11/18/2025 9:30:00 AM
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Talking Points: Some (More) Room to 'Grow'
NapaNet
11/18/2025 8:30:00 AM
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Take This Investing Lesson to the Grave
Wall Street Journal
11/18/2025 8:00:00 AM
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Booth's DFA Gets Green Light for Tax-Busting Vanguard Design
Bloomberg
11/18/2025 7:50:00 AM
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Fidelity unit warns of 'massive outages across major Fidelity platforms,' in new lawsuit, unless Broadcom walks backs threat to terminate software subscription without price spike
RIA Biz
11/17/2025 10:57:00 PM
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SEC Releases 2026 Exam Priorities
401k Specialist
11/17/2025 9:00:00 PM
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SEC approves Dimensional Fund Advisors launch of ETF share class for 13 mutual funds
Reuters
11/17/2025 7:05:00 PM
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Wall Street regulator drops emphasis on crypto sector exams for 2026
Reuters
11/17/2025 6:43:00 PM
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SEC issues order granting DFA dual share class
citywire
11/17/2025 6:16:00 PM
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Milliman Launches ETFs Combatting Rising Healthcare Costs
401k Specialist
11/17/2025 6:00:00 PM
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World's 20 Biggest Asset Managers: 2025
ThinkAdvisor [Investment Advisor]
11/17/2025 5:25:00 PM
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RBC's global head of manager research exits for Ameriprise
citywire
11/17/2025 5:16:00 PM
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US outlines new approach for proxy disputes, seen as blow to shareholder activists
Reuters
11/17/2025 5:13:00 PM
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Complaint Filed Over Unexplained 401(k) Losses in Empower, Principal Switch
Plan Sponsor
11/17/2025 5:00:00 PM
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ETFs Take In $43B, Push 2025 Flows to New Record
ETF.com
11/17/2025 5:00:00 PM
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DOJ investigates firms that borrowed $400M from BlackRock's HPS - report
Seeking Alpha
11/17/2025 4:55:00 PM
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WilmerHale Taps SEC's Former Investment Management Exec
Law360
11/17/2025 4:47:00 PM
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Fidelity sues Broadcom over access to key software to avoid outages
Reuters
11/17/2025 4:19:00 PM
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Chase Johnson: A Franklin Templeton Scion Chooses His Own Path
Barron's
11/17/2025 4:05:00 PM
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DC Plans Must Evolve Beyond Savings to Close the 'Guarantee Gap'
NapaNet
11/17/2025 4:00:00 PM
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PE for the people! Allocators want more evergreen private equity funds
citywire
11/17/2025 3:00:00 PM
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$13.5bn F.L.Putnam pursuing new minority investor: Sources
citywire
11/17/2025 3:00:00 PM
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Vanguard Funds, Others Are Issuing Capital Gains 2025. This Is Gonna Hurt.
Barron's
11/17/2025 2:40:00 PM
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