| Recent News from around the Web |
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Altruist, again, has staggering 'AI" news — 1,600 RIA firms subscribe to 'Hazel,' in one month — and pipeline suggests 1,500 advisors will join per month for next nine months, CEO says
RIA Biz
3/17/2026 11:30:00 PM
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Citi adds BlackRock vet to asset manager partnerships team
citywire
3/17/2026 9:00:00 PM
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America's Most Tortured Retirement Regulation Is Struck Down (Again)
Wall Street Journal
3/17/2026 6:01:00 PM
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Growing Number of DC Participants Convert to Wealth Clients
401k Specialist
3/17/2026 6:00:00 PM
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Wall Street found an ETF tax loophole worth $8.7 billion
The Street
3/17/2026 5:37:00 PM
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Second Judge Vacates DOL Fiduciary Rule, Dealing Death Blow
ThinkAdvisor [Investment Advisor]
3/17/2026 5:07:00 PM
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Texas court tosses Biden-era DOL fiduciary rule, handing win to industry groups
InvestmentNews
3/17/2026 5:01:00 PM
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State Street: Geopolitics, gold, and income are driving advisors' ETF strategies
InvestmentNews
3/17/2026 5:00:00 PM
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Invesco CEO pay jumped 28.5% in 2025
citywire
3/17/2026 4:30:00 PM
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Merrill Lynch gatekeeper exits for Brown Advisory
citywire
3/17/2026 4:30:00 PM
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US securities regulator issues long-awaited crypto guidance
Reuters
3/17/2026 4:18:00 PM
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6 Charts on Near-Record US Fund Flows in February
Morningstar
3/17/2026 4:00:00 PM
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Judge blocks Prime Capital advisors from contacting ex-Edelman clients
InvestmentNews
3/17/2026 4:00:00 PM
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Appeals Court Ruling Upends Path for ERISA Class Actions
Plan Sponsor
3/17/2026 4:00:00 PM
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Dimensional's passive-plus strategies track $20 billion in institutional wins as active fight continues
Pensions & Investments
3/17/2026 3:35:00 PM
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VanEck extends crypto's 401(k) reach to core lineup with Basic Capital deal
Pensions & Investments
3/17/2026 3:05:00 PM
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Franklin Templeton: Younger generations set to drive active ETF growth
InvestmentNews
3/17/2026 3:00:00 PM
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Schwab CEO: We Don't Want to Compete With Advisors
ThinkAdvisor [Investment Advisor]
3/17/2026 2:26:00 PM
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Crypto Index ETFs Are Getting Cheaper. But They All Look Alike
ETF.com
3/17/2026 2:00:00 PM
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Principal shuffles subadvisors across $3bn in funds
citywire
3/17/2026 2:00:00 PM
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JPM, BlackRock model mavens tout 'revenge of diversification'
citywire
3/17/2026 2:00:00 PM
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Surgeon Says Morgan Stanley Mismanaged His Retirement Account
ThinkAdvisor [Investment Advisor]
3/17/2026 1:55:00 PM
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Utilizing Complex Strategies to Solve Retirement Withdrawal Decisions
401k Specialist
3/17/2026 1:30:00 PM
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P&I Eddy Awards honor 51 defined contribution communication and education projects
Pensions & Investments
3/17/2026 12:30:00 PM
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Regulatory and litigation overreach threatens 401(k) plans — EBSA leader vows change
Pensions & Investments
3/17/2026 12:05:00 PM
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LPL sues advisor accused of racism to cinch arb award
citywire
3/17/2026 12:00:00 PM
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Why Your Private Banker Is Now Handling Your Travel and Shopping Needs
Wall Street Journal
3/17/2026 12:00:00 PM
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Victory Capital Raises Cash Offer in Revised Bid for Janus Henderson
Wall Street Journal
3/17/2026 11:40:00 AM
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iCapital buys insurance tech firm Hexure
citywire
3/17/2026 11:30:00 AM
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Value Line GAAP EPS of $1.92
Seeking Alpha
3/17/2026 11:08:00 AM
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Victory ups cash offer in new 'improved' bid for Janus
citywire
3/17/2026 11:00:00 AM
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SEC enforcement chief resigns after 6 months
citywire
3/17/2026 10:00:00 AM
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Morgan Stanley Wealth Management tops $1T in IRA AUM
Seeking Alpha
3/17/2026 9:58:00 AM
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Advisory committee weighs in as industry awaits SEC innovation exemption on crypto
Pensions & Investments
3/17/2026 9:27:00 AM
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Victory Capital submits revised proposal to acquire Janus Henderson
Seeking Alpha
3/17/2026 7:46:00 AM
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Victory Capital sweetens $8.6 billion Janus Henderson bid with more cash
Reuters
3/17/2026 7:31:00 AM
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What the Nuveen-Schroders deal exposes about the U.K.'s global standing
Pensions & Investments
3/17/2026 7:00:00 AM
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Private Credit Funds Have Started Throttling Redemptions. Scaramucci's SkyBridge Has Done It for Years.
Barron's
3/17/2026 6:06:00 AM
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Space ETFs in the spotlight as potential SpaceX IPO looms
InvestmentNews
3/17/2026 12:00:00 AM
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Blue Owl urges investors to reject Saba, Cox offer for OBDC II shares
citywire
3/16/2026 10:00:00 PM
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Wealthfront CEO disgorges his mortgage broker about a month after the 'textbook conflict' came to light; Street shows only tepid interest in stock following move
RIA Biz
3/16/2026 10:00:00 PM
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Alight, Former Execs Accused Of Misleading Growth Claims
Law360
3/16/2026 9:52:00 PM
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4th Circ.'s Genworth Ruling Upends 401(k) Class Cert. In Va.
Law360
3/16/2026 7:35:00 PM
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Margaret Ryan, SEC Enforcement Division Director, Resigns
Plan Sponsor
3/16/2026 7:00:00 PM
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Morgan Stanley Sees Private Credit Default Rates Reaching 8%
Bloomberg
3/16/2026 6:57:00 PM
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NEPC Rolls Out 'Stratum One' Pooled Employer Plan
401k Specialist
3/16/2026 6:30:00 PM
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SEC enforcement director resigns after just six months in the role
InvestmentNews
3/16/2026 6:07:00 PM
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SEC wants more 'realistic' view of small advisory firms by redefining them, says commissioner
InvestmentNews
3/16/2026 5:09:00 PM
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WisdomTree Snags Atlantic House In $200M Deal
Law360
3/16/2026 4:54:00 PM
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Wilshire Sells Off Indexes Business
Plan Sponsor
3/16/2026 4:30:00 PM
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