| Recent News from around the Web |
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Schwab Advisor Services bravely offers its chin to SEC on behalf of small RIAs — so counterintuitive on one level, Michael Kitces wonders if it's a relic of TD Ameritrade merger deal with DOJ
RIA Biz
3/26/2026 10:00:00 PM
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T-Rex files for leveraged SpaceX, Anthropic ETFs ahead of anticipated IPOs
Reuters
3/26/2026 6:21:00 PM
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New 401k Averages Book Finds Plan Fees Still Falling, Cost Disparities Persist
401k Specialist
3/26/2026 5:30:00 PM
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JPMorgan files for private credit fund that allows 7.5% redemptions
Reuters
3/26/2026 4:36:00 PM
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SEC's Peirce: 'No choice' but to expand access to private markets
citywire
3/26/2026 3:30:00 PM
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Product & Services Launches
Plan Sponsor
3/26/2026 3:00:00 PM
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Cetera CEO urges advisors to lean into AI
citywire
3/26/2026 3:00:00 PM
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Corebridge, Equitable Agree to $1.5T AUM Merger
Plan Sponsor
3/26/2026 3:00:00 PM
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Morningstar reveals Outstanding Portfolio Manager nominees
citywire
3/26/2026 3:00:00 PM
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401(k) Complaint Against Southwest Airlines Advances
Plan Sponsor
3/26/2026 3:00:00 PM
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Equitable, Corebridge Merge to Create $1.5T Wealth, Insurance Shop
Wealth Management
3/26/2026 2:30:00 PM
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Veteran MFS equity PM to retire, come off $7.3bn fund
citywire
3/26/2026 2:30:00 PM
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MassMutual on the hunt for new gatekeeper
citywire
3/26/2026 2:30:00 PM
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Southwest 401(k) Lawsuit Survives Motion to Dismiss, Signals Lower Bar for Fiduciary Claims
401k Specialist
3/26/2026 2:30:00 PM
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BofA, Merrill Roll Out AI Tech for Advisor-Client Meetings
ThinkAdvisor [Investment Advisor]
3/26/2026 1:38:00 PM
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Mike Durbin reunites with his Fidelity/eMoney running mate, Ed O'Brien as No. 2 at Cetera to help 'RIA & Branches' channel take shape
RIA Biz
3/26/2026 1:00:00 PM
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Schwab trading outage affected RIA custody clients: Sources
citywire
3/26/2026 11:30:00 AM
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Merrill rolls out AI app for advisors
citywire
3/26/2026 11:30:00 AM
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Wall Street Pays Out Record Bonuses, Nearing $250,000 on Average
Wall Street Journal
3/26/2026 11:00:00 AM
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AllianceBernstein owner Equitable to merge with Corebridge
citywire
3/26/2026 11:00:00 AM
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Want to know what gatekeepers get paid? Here's how to find out
citywire
3/26/2026 10:30:00 AM
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Corebridge and Equitable Agree to $22B All-Stock Merger
ThinkAdvisor [Investment Advisor]
3/26/2026 9:58:00 AM
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De Ja 'View?': Another 401(k) Forfeiture Suit Falls Short ... Again
NapaNet
3/26/2026 8:30:00 AM
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Corebridge, Equitable Combine in Massive, 'Transformational' Merger
NapaNet
3/26/2026 8:30:00 AM
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Corebridge Financial, Equitable Holdings to Merge
Wall Street Journal
3/26/2026 8:23:00 AM
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The Nominees for Morningstar's 2026 Awards for Investing Excellence
Morningstar
3/26/2026 8:00:00 AM
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Corebridge, Equitable strike $22B all-stock merger to create retirement and wealth giant
InvestmentNews
3/26/2026 7:00:00 AM
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Equitable, Corebridge set to merge, create $22 billion US insurance giant
Reuters
3/26/2026 5:56:00 AM
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Wall Street bonuses surge 9% to record $49.2 billion in 2025, NY comptroller says
Reuters
3/26/2026 5:03:00 AM
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That Mutual Fund? It Has an ETF Now
Bloomberg
3/26/2026 5:00:00 AM
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Wall Street bonuses hit record $247K in 2025 as profits soar
Pensions & Investments
3/26/2026 5:00:00 AM
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Blue Owl, peers push back on private credit risks amid market jitters
Seeking Alpha
3/26/2026 3:13:00 AM
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Fidelity Wins Dismissal In Money Market Fund Fee Suit
Law360
3/25/2026 11:44:00 PM
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UBS Must Face Class Action Over Low-Yield Sweep Accounts
Law360
3/25/2026 10:12:00 PM
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BlackRock's Kapito Warns Investors Are Mispricing Iran Risks
Bloomberg
3/25/2026 8:32:00 PM
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Retirees Move to Part-Time Work
401k Specialist
3/25/2026 6:00:00 PM
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Fund fees hold near record lows as investors keep shifting to cheaper options
InvestmentNews
3/25/2026 6:00:00 PM
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Stifel strikes out in court bid to toss $133 million legal payment to client
InvestmentNews
3/25/2026 5:00:00 PM
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Fidelity to raise fees on some long-short SMA clients
citywire
3/25/2026 4:10:00 PM
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Customers Report Problems With Charles Schwab Platforms
Wall Street Journal
3/25/2026 4:03:00 PM
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How top Merrill, Morgan and Citi gatekeepers are integrating alts
citywire
3/25/2026 4:00:00 PM
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Default Doubts: Munnell Challenges 401(k) Annuity Push
NapaNet
3/25/2026 4:00:00 PM
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Think Defined Benefit Plans are 'Dead?' Think Again
NapaNet
3/25/2026 4:00:00 PM
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A breakdown of the DOL's fiduciary rule drama
Pensions & Investments
3/25/2026 3:57:00 PM
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DOL's Plan for Alts in 401(k)s Clears OMB
ThinkAdvisor [Investment Advisor]
3/25/2026 3:20:00 PM
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White House Office Clears DOL Alts Rule
Plan Sponsor
3/25/2026 3:00:00 PM
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Top Kestra gatekeeper aims to beef up liquid alts model as ETF options grow
citywire
3/25/2026 3:00:00 PM
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Fidelity beats lawsuit over fees in $439 billion money market
Reuters
3/25/2026 2:49:00 PM
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Private credit fund bonds were flagging risks before recent redemptions, hedge fund says
Reuters
3/25/2026 2:36:00 PM
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SEC weighs changes to advisor pay-to-play rule
citywire
3/25/2026 2:00:00 PM
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