| 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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Sequoia Financial Group hired Arch to automate alts data, and its 'pain' testimonial led to a 1099 integration with Schwab Advisor Services for mutual clients
RIA Biz
12/10/2025 7:43:00 PM
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Tribal Casino Must Face 401(k) Fee Suit Over High Costs
Law360
12/10/2025 7:05:00 PM
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Creative Planning eyes overseas expansion
InvestmentNews
12/10/2025 6:00:00 PM
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Future Retirees Picture a Retirement 'Filled with Adventure' Compared to Past Generations
401k Specialist
12/10/2025 6:00:00 PM
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NEPC Names Tim McCusker as Future CEO, Sarah Samuels CIO
Plan Sponsor
12/10/2025 6:00:00 PM
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Fidelity-Pontera Dispute Reveals Tension Between Choice, Obligation
Plan Sponsor
12/10/2025 6:00:00 PM
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Night owl bitcoin traders: Soon there'll be an ETF just for you
CNBC
12/10/2025 5:49:00 PM
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Victory Capital reports November 2025 total client assets
Seeking Alpha
12/10/2025 4:39:00 PM
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BlackRock's Larry Fink Joins Trump Team Talks to Rebuild Ukraine
Bloomberg
12/10/2025 4:30:00 PM
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FINRA highlights AI, cyber in 2026 concerns but what about massive investor frauds?
InvestmentNews
12/10/2025 4:00:00 PM
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Demand for private credit still strong despite 'sensational' headlines, asset managers say
Pensions & Investments
12/10/2025 3:06:00 PM
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Morgan Stanley places BlackRock, Pimco funds on watch following PM exits
citywire
12/10/2025 3:00:00 PM
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BlackRock launches multi-asset liquid alts ETF
citywire
12/10/2025 3:00:00 PM
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Small cap ETFs on track for worst annual outflows
citywire
12/10/2025 3:00:00 PM
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Senate Democrats Slam Trump Plan for Private Equity in 401(k)s
Bloomberg
12/10/2025 1:34:00 PM
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NEPC appoints new president, CIO as part of CEO succession plan
Pensions & Investments
12/10/2025 1:14:00 PM
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ADP Launches PEP with Embedded Payroll, Recordkeeping Integration
401k Specialist
12/10/2025 1:00:00 PM
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TIAA Broadens Access to Financial Advice with Latest Campaign
401k Specialist
12/10/2025 12:00:00 PM
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$6bn boutique acquires $650m model portfolio shop
citywire
12/10/2025 11:30:00 AM
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The best and worst active funds and ETFs of 2025
citywire
12/10/2025 11:00:00 AM
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Alts are here to stay as RIAs and family offices lead adoption: CAIS
citywire
12/10/2025 11:00:00 AM
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Veteran T. Rowe PMs to exit, come off $17bn in funds
citywire
12/10/2025 11:00:00 AM
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J.P. Morgan plans to convert $4.6 billion in mutual funds to ETFs
Pensions & Investments
12/10/2025 9:50:00 AM
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WisdomTree reports record month-end AUM of $139B
Seeking Alpha
12/10/2025 8:43:00 AM
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T. Rowe Price estimates marginal decrease in November-end AUM
Seeking Alpha
12/10/2025 8:42:00 AM
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DOL Pivots on ERISA Burden of Proof
NapaNet
12/10/2025 8:30:00 AM
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ARA Urges Congress to Move Forward on Reforms Expanding Retirement Plan Access
NapaNet
12/10/2025 8:30:00 AM
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Transamerica's Owner Is Moving to the U.S.
Wall Street Journal
12/10/2025 8:12:00 AM
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Virtus Investment estimates decrease in November-end AUM
Seeking Alpha
12/10/2025 7:19:00 AM
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3 Good Funds Having a Terrible Year
Morningstar
12/10/2025 6:00:00 AM
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5 Dividend ETFs That Are Crushing the S&P 500
Barron's
12/10/2025 3:00:00 AM
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Single-Stock ETFs Are Popping Up Like Mushrooms. They Might Be Just as Dangerous.
Barron's
12/10/2025 1:30:00 AM
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NewEdge has a 1099, W-2 and RIA channel and wants to take down wirehouses — so it hired a 17-year Morgan Stanley executive who just spent seven years at the Mark Zuckerberg RIA
RIA Biz
12/9/2025 9:28:00 PM
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DC Plan Loan Usage Correlates With Health Care Spending, per EBRI
Plan Sponsor
12/9/2025 6:00:00 PM
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Brokers at the Movies: 10 Hollywood Takes on Wall Street
ThinkAdvisor [Investment Advisor]
12/9/2025 5:15:00 PM
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Sens. Cassidy, Kaine Honored as 'Champions of Retirement Security'
401k Specialist
12/9/2025 5:00:00 PM
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Merit doubles assets in 2025 and plots 15-deal M&A spree next year
InvestmentNews
12/9/2025 5:00:00 PM
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The Best Small-/Mid-Cap Funds and ETFs To Buy
Morningstar
12/9/2025 4:00:00 PM
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AMG partners with Brown Brothers Harriman on interval fund
citywire
12/9/2025 4:00:00 PM
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Invesco, LGT Team Up to Broaden Private-Markets Access
NapaNet
12/9/2025 4:00:00 PM
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Wells Fargo $84M ERISA Stock Option Suit Deal Initially OK'd
Law360
12/9/2025 3:28:00 PM
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Why investment staff should stay positive amid consolidation: Panel
citywire
12/9/2025 3:00:00 PM
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Top Harbor gatekeeper preps for performance dispersion
citywire
12/9/2025 3:00:00 PM
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Corient held talks to buy $89bn AlTi Global in take-private deal: Sources
citywire
12/9/2025 3:00:00 PM
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