| Recent News from around the Web |
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JPMorgan marks down loan portfolios of private credit groups, FT reports
Reuters
3/11/2026 1:10:00 AM
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Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL — and gave Altruist the nod as 'primary custodian'
RIA Biz
3/10/2026 11:00:00 PM
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DOL Seeks Final Judgment in Vacating Fiduciary Rule
Plan Sponsor
3/10/2026 6:00:00 PM
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Talking Private Markets ETFs at FutureProof Miami
ETF.com
3/10/2026 6:00:00 PM
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Easterly Asset Management to acquire $525m Olstein funds
citywire
3/10/2026 5:00:00 PM
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Trump Account Investment Options Not Yet Clarified Amid Calls for Greater Diversification
Plan Sponsor
3/10/2026 5:00:00 PM
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How to bust myths about private investments, per Morningstar
Financial Advisor
3/10/2026 4:06:00 PM
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How to Use Money Market Funds in Your Portfolio
Morningstar
3/10/2026 4:00:00 PM
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ETF.com at Future Proof Citywide
ETF.com
3/10/2026 4:00:00 PM
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VEXC Wins Best New International Equity ETF
ETF.com
3/10/2026 4:00:00 PM
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Nonparticipation Calls for More Communication, Education
Plan Sponsor
3/10/2026 4:00:00 PM
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Morningstar downgrades $237m Matthews Asia fund ahead of merger
citywire
3/10/2026 4:00:00 PM
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Fund Files: Morgan Stanley, Amplify launch ETFs
citywire
3/10/2026 4:00:00 PM
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Hamilton Lane, Fidelity Investments back Corastone as private markets infrastructure race continues
Pensions & Investments
3/10/2026 3:35:00 PM
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Morningstar downgrades $17.2bn T. Rowe fund
citywire
3/10/2026 3:00:00 PM
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Morgan Stanley, iCapital plot 2 tender-offer funds
citywire
3/10/2026 3:00:00 PM
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Blackstone names new global portfolio solutions head
citywire
3/10/2026 3:00:00 PM
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Ackman's Compensation and Other News We Learned From Pershing Square's Filings
Wall Street Journal
3/10/2026 2:57:00 PM
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Market Correction More Likely Now: Jeremy Siegel
ThinkAdvisor [Investment Advisor]
3/10/2026 1:34:00 PM
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Mutual Funds Load Up On This Defense Name, Dell Stock
Investor's Business Daily
3/10/2026 12:17:00 PM
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OneDigital's Secure Future PEP Goes National
401k Specialist
3/10/2026 12:00:00 PM
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Here's what asset managers paid Edward Jones in revenue sharing fees in 2025
citywire
3/10/2026 12:00:00 PM
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Bill Ackman Details Plan to Take Hedge-Fund Firm, New Fund Public Simultaneously
Wall Street Journal
3/10/2026 11:51:00 AM
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What DC leaders say it takes to excel in the defined contribution industry today
Pensions & Investments
3/10/2026 11:00:00 AM
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Why Millions of Eligible Workers Do Not Contribute to Their Retirement Plans: It's Not What You Think
401k Specialist
3/10/2026 11:00:00 AM
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How Trump's New Retirement Plan Might Work
ThinkAdvisor [Investment Advisor]
3/10/2026 10:51:00 AM
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ALLW Sweeps Awards, Lands Best New ETF
ETF.com
3/10/2026 9:00:00 AM
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BSOL Wins Innovation of the Year Award
ETF.com
3/10/2026 9:00:00 AM
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VUSV Wins Best New U.S. Equity ETF Award
ETF.com
3/10/2026 9:00:00 AM
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SEC enforcement manual overhaul signals a new era for firms under investigation
Pensions & Investments
3/10/2026 8:00:00 AM
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Bill Ackman files for combined IPO of Pershing Square, new fund
Reuters
3/10/2026 6:25:00 AM
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Why Blackstone and BlackRock Can Ride Out the Private-Credit Storm
Wall Street Journal
3/10/2026 5:30:00 AM
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Treasury Digital Asset Report Pushes Innovative Compliance
Law360
3/9/2026 10:36:00 PM
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US, Asian stocks rally as Trump claims Iran war will end 'very soon'
citywire
3/9/2026 10:30:00 PM
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401(k) Trading Remains Light Through February, Early March
Plan Sponsor
3/9/2026 7:30:00 PM
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Why Are Retirees Underspending
Plan Sponsor
3/9/2026 5:30:00 PM
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Retail Access to Private Markets Will Depend on Transparency, Education
Plan Sponsor
3/9/2026 5:00:00 PM
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Why Retirement Plan Specialists May Need to Broaden their Scope
401k Specialist
3/9/2026 5:00:00 PM
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Tokenized Stocks Are Coming to a Market Near You: Five Things to Know
Wall Street Journal
3/9/2026 4:17:00 PM
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ETF Share Classes Off to the Races, But Operational Reality Will Slow Progress
Institutional Investor
3/9/2026 4:00:00 PM
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Legal: Former advisor sues J.P. Morgan, alleges firm weaponized FINRA compliance
InvestmentNews
3/9/2026 4:00:00 PM
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Morningstar puts $15.5bn T. Rowe fund under review
citywire
3/9/2026 4:00:00 PM
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IRS Indicates Trump Account Auto-Enrollment May Not Be Feasible
NapaNet
3/9/2026 4:00:00 PM
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Talking Points: What 'Average' 401(k) Balances Really 'Mean'
NapaNet
3/9/2026 4:00:00 PM
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State Auto-IRA Programs Show No Signs of Slowing Down
NapaNet
3/9/2026 4:00:00 PM
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Investors Are Fleeing Private Credit. Trump Has Big Plans for It.
Barron's
3/9/2026 3:56:00 PM
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What to Watch, What to Avoid in This Hot Advisor Deal Market: Recruiter
ThinkAdvisor [Investment Advisor]
3/9/2026 3:43:00 PM
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Hightower adds ex-WTW gatekeeper to research team
citywire
3/9/2026 3:30:00 PM
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Fund Files: $3.6bn Sequoia fund to convert to ETF; MFS floats 2 new ETFs
citywire
3/9/2026 3:00:00 PM
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Private Credit Faces Confidence Test as Concerns Persist
Plan Sponsor
3/9/2026 2:00:00 PM
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