| Recent News from around the Web |
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BlackRock gates flagship HPS credit fund as redemptions balloon
citywire
3/8/2026 9:30:00 PM
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Record $80M fine for Canaccord Genuity LLC should serve as 'wake-up call' to broker-dealers, says FinCEN
InvestmentNews
3/8/2026 7:30:00 PM
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EP Wealth Announces Partnership with Thompson Wealth Management
401k Specialist
3/8/2026 9:00:00 AM
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Vanguard warns fraud is quietly draining retirements now
The Street
3/7/2026 10:17:00 AM
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BlackRock Sticks to Redemption Minimum on Credit Fund, Sends Shares Lower
Wall Street Journal
3/7/2026 2:33:00 AM
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A Winning Blue-Chip Fund Flips the Script on the AI Trade
Barron's
3/6/2026 8:51:00 PM
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ASA hails victory vs. SEC in off-channel communications challenge
InvestmentNews
3/6/2026 4:35:00 PM
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Study Suggests Private Assets Can Enhance DC Target Date Funds
NapaNet
3/6/2026 4:00:00 PM
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20 Stock Funds That Flip-Flopped Their Category Rankings
Morningstar
3/6/2026 4:00:00 PM
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8 Top-Performing Intermediate Core-Plus Bond Funds
Morningstar
3/6/2026 4:00:00 PM
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Trump Accounts Take Shape with New Treasury, IRS Guidance Today
401k Specialist
3/6/2026 4:00:00 PM
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SEC, CFTC Discuss Moving Into Same Building Complex
Bloomberg
3/6/2026 3:19:00 PM
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Indiana Law Mandates Access to Crypto Investments for State Plan Participants
Plan Sponsor
3/6/2026 3:00:00 PM
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Rise in Hardship Withdrawals Behind Increase in Retirement Plan 'Leakage'
Plan Sponsor
3/6/2026 3:00:00 PM
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Retirement Industry People Moves
Plan Sponsor
3/6/2026 3:00:00 PM
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IRS Proposes Rules for 'Trump Accounts'
Plan Sponsor
3/6/2026 3:00:00 PM
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Judge Allows ERISA Suit Over Discount Tire Retirement Plan Investments to Continue
Plan Sponsor
3/6/2026 3:00:00 PM
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Trade and advocacy groups press Congress to allow deferred taxes on mutual fund gains
InvestmentNews
3/6/2026 2:00:00 PM
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BlackRock Stock Sinks After It Caps Withdrawals From Private Credit Fund
Wall Street Journal
3/6/2026 1:52:00 PM
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3 Dividend ETFs for Shelter in These Stormy Times
Barron's
3/6/2026 1:15:00 PM
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NYSE fined $9 million by SEC over glitch that disrupted stock market
Reuters
3/6/2026 1:00:00 PM
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Two money management titans honored for pioneering approaches that shaped the industry
Pensions & Investments
3/6/2026 12:22:00 PM
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Schwab to pay $3.8 million over outside advisor's complex recommendations
Financial Planning
3/6/2026 12:21:00 PM
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Gatekeepers confident AI isn't stealing their jobs ... for now
citywire
3/6/2026 12:00:00 PM
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Morningstar puts $165bn Cap Group fund under review
citywire
3/6/2026 12:00:00 PM
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Saba confirms 35% discount offer for gated Blue Owl investors
citywire
3/6/2026 12:00:00 PM
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Meet the CEO-CIO who turns interns into industry leaders — and why he invests in them
Pensions & Investments
3/6/2026 11:58:00 AM
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Morgan Stanley Announces Major Layoff Hitting 2,500: Report
Newsweek
3/6/2026 11:51:00 AM
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Private credit woes come for Larry Fink's legacy
Reuters
3/6/2026 11:30:00 AM
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IRS Releases Trump Account Regs
ThinkAdvisor [Investment Advisor]
3/6/2026 11:08:00 AM
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Surging SpaceX Stake Raises Doubts Over Private Assets in ETFs
Bloomberg
3/6/2026 11:00:00 AM
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BlackRock Stock Tumbles as Flagship Private Credit Firm Limits Redemptions
Barron's
3/6/2026 10:47:00 AM
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BlackRock curbs withdrawals from private credit fund, adding to broader private credit woes
Seeking Alpha
3/6/2026 10:43:00 AM
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FINRA's Rulebook Revamp Takes a Beating at House Hearing
ThinkAdvisor [Investment Advisor]
3/6/2026 10:39:00 AM
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This Fund Bought SpaceX. Why Did It Take a Dive?
Wall Street Journal
3/6/2026 10:00:00 AM
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BlackRock $26 Billion Private Credit Fund Limits Withdrawals
Bloomberg
3/6/2026 9:36:00 AM
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BlackRock fund limits withdrawals as redemptions rattle private credit
Reuters
3/6/2026 9:15:00 AM
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Treasury Issues Proposed Guidance on Trump Accounts
NapaNet
3/6/2026 8:30:00 AM
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TGIF ... Ever Hear of the Kentucky Meat Shower? ... No, Really.
NapaNet
3/6/2026 8:30:00 AM
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Americans Pulling From 401(k) at Record Levels as Hardship Worsens
Newsweek
3/6/2026 7:15:00 AM
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Penny Phillips re-platforms at skyrocketing, $25 billion, six-month startup, Hightower Signature, after $353 billion Hightower mothership acquired her firm in M&A spree
RIA Biz
3/6/2026 12:00:00 AM
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Private credit funds walk liquidity tightrope to avoid gating ... for now
citywire
3/5/2026 10:30:00 PM
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Charles Schwab & Co. halts (amid RIA howls) imposing $5-per-account, trading fee — for now — though the custodian only assures hiatus; experts expect 'narrower' fee application as outcome
RIA Biz
3/5/2026 9:00:00 PM
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FINRA to Publish Its Enforcement Manual — a First
ThinkAdvisor [Investment Advisor]
3/5/2026 7:18:00 PM
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Tire Co. Can't Break Free From Ex-Worker's 401(k) Suit
Law360
3/5/2026 5:28:00 PM
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Products & Services Launches
Plan Sponsor
3/5/2026 5:00:00 PM
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Complaint Alleges Cushman & Wakefield Failed to Protect Workers' 401(k) From Climate Risks
Plan Sponsor
3/5/2026 4:30:00 PM
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Indiana escalates crypto debate with first state mandate for DC plans
Pensions & Investments
3/5/2026 4:25:00 PM
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The Women Behind Billions: Top Portfolio Managers to Celebrate
Morningstar
3/5/2026 4:00:00 PM
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401(k) Balances Climb in 2025, But Hardship Withdrawals Rise, Too
NapaNet
3/5/2026 4:00:00 PM
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