| Recent News from around the Web |
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They Built the Hottest Firm on Wall Street. Now They Have to Save It.
Wall Street Journal
3/1/2026 9:00:00 PM
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Voya to Offer F&G Annuities in New Partnership
401k Specialist
3/1/2026 9:00:00 AM
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With Schwab's new $5-per-RIA-client trading fees set to activate Tuesday, Michael Kitces calls it a 'walking-back' of Chuck's 2019, zero-commission pledge. Worse, it sticks RIAs with the whole bill, he adds
RIA Biz
2/27/2026 10:23:00 PM
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Trump Retirement Proposal Raises Major Policy Questions
401k Specialist
2/27/2026 4:00:00 PM
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Why This Fund Manager Says AI Threatens to Destroy Company Moats
Morningstar
2/27/2026 4:00:00 PM
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Private markets in 401(k)s face major liquidity challenges: Morningstar
Financial Planning
2/27/2026 3:53:00 PM
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Mississippi PERS launches search for DB and DC alternatives consultant as private markets push gains momentum
Pensions & Investments
2/27/2026 3:13:00 PM
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Retirement Industry People Moves
Plan Sponsor
2/27/2026 3:00:00 PM
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ICI, DCALTA Partner to Promote Private Assets in DC Plans
Plan Sponsor
2/27/2026 3:00:00 PM
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Amid ESG backlash, Vanguard becomes first to settle Texas-led antitrust case
Pensions & Investments
2/27/2026 1:57:00 PM
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Louisville taps new bundled provider for 457 plan
Pensions & Investments
2/27/2026 1:31:00 PM
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Leveraged ETF Fees Triple Since 2020 as Traders Embrace High-Risk Funds
Bloomberg
2/27/2026 12:38:00 PM
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Stifel Faces up to 19 More Claims Tied to Barred Broker
ThinkAdvisor [Investment Advisor]
2/27/2026 12:19:00 PM
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Allspring to reopen $3.6bn small-cap fund for first time since 2019
citywire
2/27/2026 12:00:00 PM
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Vanguard tilts ETF model to value and international
citywire
2/27/2026 12:00:00 PM
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Citi on the hunt for new alts gatekeeper
citywire
2/27/2026 12:00:00 PM
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KKR BDC slides on rise in troubled loans
citywire
2/27/2026 12:00:00 PM
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The Intelligent Investor - Your Investing Strategy Is Great, So Long as You Don't Actually Trade Anything
Wall Street Journal
2/27/2026 9:00:00 AM
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Vanguard Exits Coal Market Manipulation Suit for $29.5 Million, Proxy Changes
NapaNet
2/27/2026 8:30:00 AM
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TGIF ... How Not to Rid Your Home of a Spider Infestation ... No, Really.
NapaNet
2/27/2026 8:30:00 AM
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Diamond Hill Investment reports Q4 results
Seeking Alpha
2/27/2026 5:14:00 AM
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Advisor Sentiment Index: Advisor Views Step Further into Bear Territory
Wealth Management
2/27/2026 12:00:00 AM
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The SpaceX ETF is in trouble
Financial Times
2/27/2026 12:00:00 AM
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An ETF Faces a Liquidity Crunch of Its Own Making
Morningstar
2/27/2026 12:00:00 AM
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Ex-Morgan Stanley Pro's NBA Fraud Rap Falls Short, Jury Told
Law360
2/26/2026 11:43:00 PM
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SEC Fines Ill. Adviser Over COVID-Era Loan Valuations
Law360
2/26/2026 9:07:00 PM
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Workers Prioritize Emergency Savings, Sufficient Retirement Income: J.P. Morgan
401k Specialist
2/26/2026 6:00:00 PM
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Products & Services Launches
Plan Sponsor
2/26/2026 5:00:00 PM
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The Growth of MEPs and PEPs
Plan Sponsor
2/26/2026 5:00:00 PM
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FINRA Bars Ex-Morgan Stanley Advisor Over Refusal to Share Info for Probe
ThinkAdvisor [Investment Advisor]
2/26/2026 4:59:00 PM
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Vanguard Settles Texas Lawsuit Alleging Investors Conspired to Drive Up Coal Prices
Wall Street Journal
2/26/2026 4:31:00 PM
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Merrill Lynch Clients Get Class Certification in Cash Sweep Suit
Bloomberg
2/26/2026 4:28:00 PM
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Why the retirement industry is cautiously optimistic about Trump’s federal retirement account plan
Pensions & Investments
2/26/2026 4:18:00 PM
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IQMM's $17B Launch Was Mostly Internal
ETF.com
2/26/2026 4:00:00 PM
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Vanguard Will Pay $29.5M To Settle Red States' ESG Suit
Law360
2/26/2026 4:00:00 PM
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Fintech Friday: Don't Stop Believin' ... in Fiduciary Duty
NapaNet
2/26/2026 4:00:00 PM
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Proposed DOL Rule Seeks to Ease Independent Contractor Classification
NapaNet
2/26/2026 4:00:00 PM
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Revamped climate pledge finds few U.S. takers. The global divide exposes ESG's fiduciary fault lines.
Pensions & Investments
2/26/2026 3:45:00 PM
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Victory CEO touts 'superior' Janus offer in critical letter to fund shop
citywire
2/26/2026 3:30:00 PM
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Willkie Leads Victory Capital's Rival Bid For Janus Henderson
Law360
2/26/2026 3:22:00 PM
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Ex-WAM CIO Ken Leech's cherry-picking trial delayed again
citywire
2/26/2026 3:00:00 PM
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SEC Bars Advisor Who Took $9.8M From Older Client
ThinkAdvisor [Investment Advisor]
2/26/2026 2:44:00 PM
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Ritholtz to Launch Its First ETF
ThinkAdvisor [Investment Advisor]
2/26/2026 2:29:00 PM
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Envestnet names new top gatekeeper
citywire
2/26/2026 2:00:00 PM
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San Antonio firm makes unsolicited play for Janus Henderson after earlier bids rejected
San Antonio Business Journal
2/26/2026 1:30:00 PM
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Victory Capital offer sparks competition for Janus Henderson
Seeking Alpha
2/26/2026 1:05:00 PM
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Trump's 401(k) Push Leaves Key Details to Regulators, Congress
Bloomberg
2/26/2026 1:05:00 PM
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DOL Unveils Proposed Rule on Independent Contractors
401k Specialist
2/26/2026 1:00:00 PM
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Victory Capital sparks bidding war with offer for Janus Henderson
Financial Times
2/26/2026 1:00:00 PM
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ICI, DCALTA Partner on Research, Education for Private Assets in 401(k)s
401k Specialist
2/26/2026 1:00:00 PM
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