| Recent News from around the Web |
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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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Product & Service Launches
Plan Sponsor
11/20/2025 6:00:00 PM
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University of California CIO asserts caution over private assets amid 401(k) plan push, liquidity concerns
Pensions & Investments
11/20/2025 3:59:00 PM
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Asset Location in Managed Portfolios: Don't Leave Free Lunch on the Table
401k Specialist
11/20/2025 3:30:00 PM
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2 veteran Cap Group PMs to retire
citywire
11/20/2025 3:30:00 PM
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RIAs expanded their ETF holdings amid 'full refresh' in Q3
InvestmentNews
11/20/2025 3:30:00 PM
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Cerulli Projects $1.3T in OCIO Inflows by 2029
Plan Sponsor
11/20/2025 3:00:00 PM
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Is it finally time for quantitative value?
citywire
11/20/2025 3:00:00 PM
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Investors eyeing 2026 with caution and concern over market volatility and geopolitical tensions — Natixis
Pensions & Investments
11/20/2025 2:04:00 PM
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Fund Files: T. Rowe launches 4 ETFs; Calamos adds new derivative strategy
citywire
11/20/2025 2:00:00 PM
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UBS to lay off 58 New Jersey staffers
citywire
11/20/2025 2:00:00 PM
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Judge dismisses AT&T 401(k) plan forfeiture lawsuit
Pensions & Investments
11/20/2025 1:57:00 PM
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Paychex Launches AI-Powered Retirement Plan Alerts for Advisors
NapaNet
11/20/2025 1:30:00 PM
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Axalta holder Artisan Partners strongly opposes Akzo deal
Seeking Alpha
11/20/2025 1:04:00 PM
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A Third of Fidelity 401(k)s Have Adopted Auto Portability
401k Specialist
11/20/2025 1:00:00 PM
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Defined outcome ETF assets could quadruple by 2030: Report
citywire
11/20/2025 12:30:00 PM
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SEC letter: Advisor-run entities can receive transaction comp without BD registration
citywire
11/20/2025 12:00:00 PM
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UBS halves minimums for alts advisory program
citywire
11/20/2025 12:00:00 PM
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As Alts Edge Closer to 401(k)s, SEC Commissioner Pushes for Litigation Reform
Wealth Management
11/20/2025 12:00:00 PM
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Co-founder of crypto ETF firm 21Shares departs
Pensions & Investments
11/20/2025 11:44:00 AM
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Retirement Savings Surge: Average 401(k) Balance Up, Setting New Record
NapaNet
11/20/2025 10:00:00 AM
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Average 401(k), IRA balances hit record highs amid 2025's market gains
CNBC
11/20/2025 9:56:00 AM
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Fidelity Retirement Account Balances Reach Record Highs
Plan Sponsor
11/20/2025 9:00:00 AM
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News flash! Private credit is risky, says Man Group CEO
citywire
11/20/2025 8:00:00 AM
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The number of 401(k) millionaires just hit a record high: 'People are staying the course.'
MarketWatch
11/20/2025 12:01:00 AM
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BlackRock fundamental equities chief to retire
citywire
11/19/2025 7:30:00 PM
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Pa. Health Network's $1.15M 401(k) Suit Deal Gets Initial OK
Law360
11/19/2025 5:34:00 PM
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Schwab is ending six-year hiatus of ETF platform fees — possibly with a bang; ETF OneSource was a winner made obsolete by Chuck's 2019 zeroing of commissions
RIA Biz
11/19/2025 5:10:00 PM
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LPL Financial investment in Private Advisor Group strengthens position as M&A force for RIAs
InvestmentNews
11/19/2025 5:00:00 PM
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Finra Fines, Suspends Ex-LPL Broker for Unauthorized Trades
Advisor Hub
11/19/2025 5:00:00 PM
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Complaint Alleges Brooklyn Hospital Mismanaged Its 403(b) by Using Retail Share Class
Plan Sponsor
11/19/2025 4:00:00 PM
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Private markets firms gather $740bn from wealth market
citywire
11/19/2025 4:00:00 PM
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Private markets firms gather $740bn from wealth market
citywire
11/19/2025 4:00:00 PM
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ICI presses SEC on default e-delivery for fund documents
InvestmentNews
11/19/2025 4:00:00 PM
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Vanguard Makes, Then Corrects, Fee Errors in New ETF Filing: Report
ThinkAdvisor [Investment Advisor]
11/19/2025 3:32:00 PM
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Private assets in 401(k)s could boost long-term performance. Here's how some are already making it work
CNBC
11/19/2025 3:18:00 PM
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Barred Advisor Gets 3-Year Sentence for Bilking Friends, Relatives Out of $3M
ThinkAdvisor [Investment Advisor]
11/19/2025 3:15:00 PM
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PE shop GTCR to acquire $34bn Fiduciary Trust Company
citywire
11/19/2025 3:00:00 PM
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PNC gatekeepers 'optimize' rec list, trim large cap strategies
citywire
11/19/2025 3:00:00 PM
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How Employers Can Afford to Fund Auto-Features
Plan Sponsor
11/19/2025 2:00:00 PM
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Edward Jones had 'constructive' talks with regulators on bank launch, wealth head says
citywire
11/19/2025 2:00:00 PM
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Fund Files: Voya debuts first active ETFs, First Trust launches gold-stock-bond ETF
citywire
11/19/2025 2:00:00 PM
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Voya Investment Management launches its first active ETFs
Pensions & Investments
11/19/2025 1:23:00 PM
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Paychex Launches AI Alerts to Give Advisors Real-Time Participant Insights
401k Specialist
11/19/2025 1:00:00 PM
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IBIT Suffers Record Daily Outflow As Bitcoin Tumbles Below $90K
ETF.com
11/19/2025 1:00:00 PM
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Investors pull record $523 million from BlackRock's flagship bitcoin ETF
Reuters
11/19/2025 12:28:00 PM
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AT&T 401(k) Forfeiture Reallocation Suit Set Aside
NapaNet
11/19/2025 12:00:00 PM
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PE Firm GTCR to Acquire $34B Fiduciary Trust Company
Wealth Management
11/19/2025 11:00:00 AM
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