| Recent News from around the Web |
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Vanguard's Crypto ETF Flip Is Part of a Bigger Shift
ThinkAdvisor [Investment Advisor]
12/4/2205 2:32:00 PM
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IRIC Forecasts Retirement Trends to Watch in 2026
Plan Sponsor
12/2/2205 3:00:00 PM
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BlackRock turns bearish on long-term Treasuries as AI funding wave looms
Reuters
12/2/2205 10:48:00 AM
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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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Creative Planning agrees to acquire $4.8bn UK wealth manager Maseco: Sources
citywire
12/18/2025 9:30:00 PM
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How exactly Jamie Price got Shannon Reid to exit Raymond James for Osaic. It started with 'five minutes' then each made a big shift
RIA Biz
12/18/2025 9:10:00 PM
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Creative Planning Has Agreed to Buy UK-Based RIA Maseco, Sources Say
Wealth Management
12/18/2025 5:00:00 PM
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Product & Service Launches
Plan Sponsor
12/18/2025 5:00:00 PM
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Retirees Thrive Despite Financial Anxieties Ahead
401k Specialist
12/18/2025 5:00:00 PM
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New York City pension fund tables Brad Lander's call to rebid BlackRock mandate
Pensions & Investments
12/18/2025 4:16:00 PM
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Future Driven: Developing the Next Generation of Retirement Advisors
NapaNet
12/18/2025 4:00:00 PM
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Where Fund Investors Put Their Money in November
Morningstar
12/18/2025 4:00:00 PM
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How to Talk to Participants About Cybersecurity
Plan Sponsor
12/18/2025 3:00:00 PM
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SEC Cautions Advisors Over Marketing Rules Compliance
401k Specialist
12/18/2025 2:00:00 PM
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RBC's top US gatekeeper to exit firm
citywire
12/18/2025 2:00:00 PM
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UBS begins new round of layoffs
citywire
12/18/2025 2:00:00 PM
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Bob Doll: 7 of 10 2025 Predictions Came to Fruition
401k Specialist
12/18/2025 2:00:00 PM
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Northern Trust promotes co-presidents of asset servicing as Teresa Parker retires
Pensions & Investments
12/18/2025 1:41:00 PM
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Nationwide appoints new head of RIA/retail broker-dealer arm
citywire
12/18/2025 1:30:00 PM
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Big pension deals have fueled BlackRock's OCIO growth. Now the manager is finding opportunities beyond traditional markets.
Pensions & Investments
12/18/2025 1:08:00 PM
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AT&T Worker Takes 401(k) Forfeiture Suit To 9th Circ.
Law360
12/18/2025 12:50:00 PM
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Fund Files: Cambria launches 351 exchange ETF; Neuberger Berman merges muni funds
citywire
12/18/2025 12:30:00 PM
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Fred Reish Leaves Faegre Drinker, Joins Prime Capital Financial
Plan Sponsor
12/18/2025 12:00:00 PM
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401(k) Pro Fred Reish Joins RIA Prime Capital Financial
Wealth Management
12/18/2025 12:00:00 PM
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A look at some of 2025's biggest gatekeeper moves
citywire
12/18/2025 12:00:00 PM
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SEC approves 30 ETF share class applications
citywire
12/18/2025 12:00:00 PM
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Lighting Company Settles 401(k) Forfeiture, Smoker Penalty Suit
Bloomberg
12/18/2025 11:18:00 AM
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Fred Reish Joins Prime Capital Retirement
401k Specialist
12/18/2025 9:00:00 AM
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United Airlines Hits Fiduciary Turbulence on Fund Selection
NapaNet
12/18/2025 9:00:00 AM
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High-Profile Reish Exits Faegre, Joining Colangelo, Stout at Prime Capital
NapaNet
12/18/2025 8:30:00 AM
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UBS Plans January Job Cuts to Start Final Integration Year
Bloomberg
12/18/2025 6:20:00 AM
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JPMorgan Quants Warn of 'Extreme Crowding' in Speculative Stocks
Bloomberg
12/18/2025 5:30:00 AM
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"Advisors Solve the Problems Between the Tech": Kitces on AI
ETF.com
12/18/2025 4:00:00 AM
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What happens when an asset management mega-merger collapses?
citywire
12/18/2025 3:30:00 AM
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JPMorgan Ex-Advisers Sue Over Alleged Race And Sex Bias
Law360
12/17/2025 9:19:00 PM
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Vanguard CEO puts second 'Fidelity talent' in c-suite in two years, reuniting Kathryn Condon and Joanna Rotenberg — a 'smart' hire for the 'marketing machine' yet with 'cultural risk'
RIA Biz
12/17/2025 9:04:00 PM
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SEC Again Flags Adviser Testimonials, Ratings In Marketing
Law360
12/17/2025 7:43:00 PM
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Lighting Co. Strikes Deal In 401(k) Forfeiture, Tobacco Fee Suit
Law360
12/17/2025 6:31:00 PM
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Trump Accounts Website Goes Live as Ray Dalio Pledges Contribution
401k Specialist
12/17/2025 6:00:00 PM
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A Hidden Trend Is Changing 401(k) Plans. Here's What It Means for Investors
Morningstar
12/17/2025 6:00:00 PM
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Schwab Doubles AUM Level for Advisors in Client Referral Program
ThinkAdvisor [Investment Advisor]
12/17/2025 5:59:00 PM
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SEC permits dozens of firms to launch dual ETF share classes
Pensions & Investments
12/17/2025 5:54:00 PM
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Judge rejects $2.3 million 401(k) plan lawsuit settlement by Nemours Foundation, seeks more data from plaintiffs
Pensions & Investments
12/17/2025 5:04:00 PM
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RCH Hits Another Milestone in Preventing Retirement Savings Leakage
NapaNet
12/17/2025 5:00:00 PM
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DOL Expects to Release Guidance on Paper Statements, E-Disclosures
Plan Sponsor
12/17/2025 5:00:00 PM
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Raymond James Financial client AUA rises 1% M/M in November
Seeking Alpha
12/17/2025 4:47:00 PM
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SEC Permits BlackRock, JPMorgan to Offer Dual-Share-Class Funds
Bloomberg
12/17/2025 4:45:00 PM
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IRS Releases 2026 Covered Compensation Tables
Plan Sponsor
12/17/2025 4:30:00 PM
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