| Recent News from around the Web |
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Whole Foods $2M ERISA Deal OK'd, Class Counsel Get $666K
Law360
1/26/2206 8:56:00 PM
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Schwab creates 'organization' for Neesha Hathi to head up at intersection of wealth and banking, after Rick Wurster identifies it as the 'No. 1 thing' from RIAs — analysts say not so much
RIA Biz
1/29/2026 10:00:00 PM
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Billion-Dollar RIAs Drive Expansion with AI
401k Specialist
1/29/2026 6:00:00 PM
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New Jersey Expands Auto-IRA Program
Plan Sponsor
1/29/2026 5:00:00 PM
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Bloomberg Sued Over 401(k) Funds That Allegedly Lagged Market
Plan Sponsor
1/29/2026 4:30:00 PM
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The Best ETFs to Ride the Small-Cap Stock Rally
Morningstar
1/29/2026 4:30:00 PM
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Federated Hermes GAAP EPS of $1.39 beats by $0.17, revenue of $482.83M beats by $11.27M
Seeking Alpha
1/29/2026 4:22:00 PM
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The Hartford Non-GAAP EPS of $4.06 beats by $0.84, revenue of $7.34B beats by $20M
Seeking Alpha
1/29/2026 4:14:00 PM
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Bloomberg sued for allegedly mismanaging 401(k) plan
Pensions & Investments
1/29/2026 4:08:00 PM
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$70 Million ERISA Lawsuit Filed Against Bloomberg 401(k) Alleging Plan Mismanagement
401k Specialist
1/29/2026 4:00:00 PM
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BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering
Barron's
1/29/2026 3:36:00 PM
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Product & Service Launches
Plan Sponsor
1/29/2026 3:30:00 PM
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$2.1bn Kudu-backed First Long Island pursuing sale: Sources
citywire
1/29/2026 3:30:00 PM
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Pimco President Says Private Credit Buyers Are 'Blind' to Risks
Bloomberg
1/29/2026 3:16:00 PM
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Thornburg SMID PM duo to depart firm
citywire
1/29/2026 3:00:00 PM
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Shoddy Funds Cost Bloomberg 401(k) Investors Big, Suit Says
Law360
1/29/2026 3:00:00 PM
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My Model Portfolio: How a $4bn RIA builds its all-weather offering
citywire
1/29/2026 3:00:00 PM
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Sen. Grassley Presses Labor Secretary on Alleged Misconduct: Report
ThinkAdvisor [Investment Advisor]
1/29/2026 2:59:00 PM
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BlackRock hits $69 billion milestone after 2 years
The Street
1/29/2026 2:30:00 PM
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Want to join the small-cap party? Here are some funds to consider
citywire
1/29/2026 2:00:00 PM
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Fund Files: MFS PM steps off $1.8bn fund; T. Rowe launches thematic ETF
citywire
1/29/2026 2:00:00 PM
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Peter Mallouk Takes Majority Stake in Major League Soccer Team
ThinkAdvisor [Investment Advisor]
1/29/2026 1:31:00 PM
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Northern Trust Asset Management names chief innovation strategist
Pensions & Investments
1/29/2026 1:12:00 PM
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How a BlackRock Loss Reignited Worries About What Is Hiding in Private Credit
Wall Street Journal
1/29/2026 1:00:00 PM
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Ameriprise signals continued buybacks and organic growth as AWM assets reach $1.2T In Q4 2025
Seeking Alpha
1/29/2026 12:34:00 PM
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Citi Wealth names head of portfolio construction
citywire
1/29/2026 12:00:00 PM
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Dell Sued Over Target-Date Fund Returns in 401(k) Plan
Bloomberg
1/29/2026 11:48:00 AM
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BlackRock, Partners Group seek to expand wealthy investors' access to private markets
Seeking Alpha
1/29/2026 11:33:00 AM
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BlackRock, Partners Group Launch SMAs with Multiple Private Market Assets
Wealth Management
1/29/2026 11:30:00 AM
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Fidelity gatekeeper exits firm
citywire
1/29/2026 11:30:00 AM
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Rick Rieder's Fed Candidacy Clouds Outlook for His Hit ETF at BlackRock
Bloomberg
1/29/2026 11:29:00 AM
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Icon Clinical Sued Over Handling of Forfeitures in 401(k) Plan
Bloomberg
1/29/2026 11:29:00 AM
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BlackRock, Partners Group launch private markets SMA platform
citywire
1/29/2026 11:00:00 AM
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Blackstone wealth channel exceeds $300bn with BREIT on path to recovery
citywire
1/29/2026 11:00:00 AM
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401(k) Excessive Fee Suit Fails to Make Its Case
NapaNet
1/29/2026 10:30:00 AM
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Private Equity Funds Lag Behind in Performance
401k Specialist
1/29/2026 10:30:00 AM
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BlackRock, Partners Group Debut Private-Asset Account for Wealth
Bloomberg
1/29/2026 7:30:00 AM
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Ameriprise Financial Non-GAAP EPS of $10.83 beats by $0.52, revenue of $5.05B beats by $310M
Seeking Alpha
1/29/2026 6:38:00 AM
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Record-setting surge in active ETFs redefines 2025 product landscape
InvestmentNews
1/29/2026 6:30:00 AM
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4 Top-Performing Small-Growth Funds
Morningstar
1/29/2026 6:00:00 AM
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Northern Trust VP Stole Millions From Elderly Client, Suits Say
Law360
1/28/2026 9:56:00 PM
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Raymond James signals continued adviser recruiting growth and targets $400M share repurchases amid robust loan expansion
Seeking Alpha
1/28/2026 9:33:00 PM
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Asset Co. Slams Conn. Insurance Chief's Plan For Liquidation
Law360
1/28/2026 9:29:00 PM
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BNY appoints new Pershing chief in latest sign it wants to solidify No. 3 status among RIA custodians — executed by ex-Goldman Sachs CEO with cross-selling vision embedded in the culture
RIA Biz
1/28/2026 8:51:00 PM
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SEI Investments signals continued sales momentum and strategic focus for 2026 following record Q4 results
Seeking Alpha
1/28/2026 7:22:00 PM
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T. Rowe Price 2026 Retirement Market Outlook: Regulation Expected to Move Faster than Legislation
401k Specialist
1/28/2026 6:00:00 PM
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T. Rowe Price: Time to Rethink Fixed-Income Diversification
Plan Sponsor
1/28/2026 5:00:00 PM
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T. Rowe Explores 4 Key Trends Shaping Retirement Policy in 2026
NapaNet
1/28/2026 5:00:00 PM
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Mississippi Reintroduces State-Run Retirement Program Bill
Plan Sponsor
1/28/2026 5:00:00 PM
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Raymond James Financial Non-GAAP EPS of $2.86 beats by $0.03, revenue of $3.74B misses by $40M
Seeking Alpha
1/28/2026 4:35:00 PM
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