| Recent News from around the Web |
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'Total return is dead': Bill Gross calls time on bond fund term
citywire
5/3/2024 6:00:00 AM
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Division of $80-billion RIA leads a $169 million round and takes a 10% Altruist stake — the second in a row with big 'RIA' investors, if not yet their custody assets
RIA Biz
5/2/2024 9:33:00 PM
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A look at Schwab's TD migration, 8 months in
InvestmentNews
5/2/2024 9:00:00 PM
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6th Circ. Appears Reluctant To Kick 401(k) Suit To Arbitration
Law360
5/2/2024 7:03:00 PM
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New DOL Fiduciary Rule Hit With First Lawsuit
ThinkAdvisor [Investment Advisor]
5/2/2024 6:50:00 PM
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DOL Hit With First Lawsuit Over New Investment Advice Regs
Law360
5/2/2024 6:12:00 PM
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Empower Completes Integration of Prudential Financial Retirement Business
Plan Sponsor
5/2/2024 6:00:00 PM
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Product & Service Launches
Plan Sponsor
5/2/2024 5:00:00 PM
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Morningstar, NAPFA Affirm Support for Final DOL Fiduciary Rule
Plan Sponsor
5/2/2024 5:00:00 PM
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Empower Reports Record First Quarter Earnings
401k Specialist
5/2/2024 5:00:00 PM
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NAGDCA Highlights CITs in 403(b)s and Roth Rollovers as Key Legislative Priorities
Plan Sponsor
5/2/2024 4:30:00 PM
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AllianceBernstein joins list of firms seeking relief to offer ETF share classes of mutual funds
Pensions & Investments
5/2/2024 4:00:00 PM
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Insurer Group Files First Suit Over Biden 401(k) Advice Rule
Bloomberg
5/2/2024 3:34:00 PM
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UBS weighs asset management overhaul to reduce costs, sources say
Reuters
5/2/2024 3:23:00 PM
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Amway Workers Negotiate Settlement Over 401(k) Plan's Funds
Bloomberg
5/2/2024 3:15:00 PM
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Barred Texas broker sold GPB fund without a license: SEC
InvestmentNews
5/2/2024 3:00:00 PM
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Vanguard Adds Fees for Some Brokerage Services
ThinkAdvisor [Investment Advisor]
5/2/2024 3:00:00 PM
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April Losses Water Down Thrift Savings Plan Gains in 2024
401k Specialist
5/2/2024 2:30:00 PM
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BlackRock reports first outflows as Bitcoin ETFs shrink 20% since March
Fortune
5/2/2024 1:14:00 PM
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JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says
Pensions & Investments
5/2/2024 12:13:00 PM
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Global X: Inside the upheaval at a $56bn ETF shop
citywire
5/2/2024 12:00:00 PM
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Janus to acquire EM private capital team as Q1 outflows hit $3bn
citywire
5/2/2024 12:00:00 PM
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Vanguard under fire for new brokerage fees
citywire
5/2/2024 12:00:00 PM
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TIAA, Nuveen Hit $35B With Lifetime Income Solutions
401k Specialist
5/2/2024 12:00:00 PM
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PE shop Rosemont stakes $5.2bn OCIO Northside Capital
citywire
5/2/2024 12:00:00 PM
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Going back to school: Behind private markets firms' educational push
citywire
5/2/2024 12:00:00 PM
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SEC enforcement head focusing on insider trading, off-channel chatter, AI washing
Pensions & Investments
5/2/2024 11:56:00 AM
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Bond king Bill Gross calls his Total Return strategy 'dead,' sees 10Y yield rising above 5%
Seeking Alpha
5/2/2024 11:54:00 AM
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Tenneco 401(k) Arbitration Arguments Contemplate Day-Old Opinion
Bloomberg
5/2/2024 11:36:00 AM
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Big asset managers silent over ESG backlash
InvestmentNews
5/2/2024 11:00:00 AM
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Wilshire Indexes takes on industry titans FTSE Russell, MSCI with lower fees
Pensions & Investments
5/2/2024 10:46:00 AM
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With Fresh Genstar Funding, Cetera Charges Ahead
ThinkAdvisor [Investment Advisor]
5/2/2024 10:19:00 AM
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Bill Gross Says 'Total Return' Strategy He Pioneered Is 'Dead'
Bloomberg
5/2/2024 10:00:00 AM
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Bryon Lake Moving to Goldman Sachs after JPMorgan Exit
ETF.com
5/2/2024 9:00:00 AM
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The 'father of the 401(k)' talks about the death of pensions, the future of retirement, and what disturbs him most about his own creation
Fortune
5/2/2024 8:00:00 AM
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Record Bitcoin-ETF Outflow Buffets BlackRock, Fidelity Funds
Bloomberg
5/2/2024 2:21:00 AM
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ETFs Added $32B in April as Inflows Outpace 2023
ETF.com
5/2/2024 12:00:00 AM
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Lame duck CEO Tim Buckley is imposing fees and raising prices that may punish older Vanguard investors, while 401(k) unit hand off to Ascensus also comes with some sticker shock
RIA Biz
5/1/2024 9:27:00 PM
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DOL Rejects GAO Recommendation to Update TDF Guidance
Plan Sponsor
5/1/2024 6:30:00 PM
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Participants, Plan Sponsors Hesitate on Alternative Investments
401k Specialist
5/1/2024 5:30:00 PM
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Dish Agrees To Class Cert. In 401(k) Mismanagement Suit
Law360
5/1/2024 5:04:00 PM
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DC plans aren't diving into the private markets
InvestmentNews
5/1/2024 4:30:00 PM
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New York City pension leader opposes election of Aramco's chief as BlackRock director
Reuters
5/1/2024 4:21:00 PM
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10 of the Best Fund Managers
Morningstar
5/1/2024 4:00:00 PM
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DOL Acting Secretary Fends off Fiduciary Rule Attacks Before House Hearing
NapaNet
5/1/2024 4:00:00 PM
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Alternatives managers face uphill battle with DC plans — Cerulli
Pensions & Investments
5/1/2024 3:54:00 PM
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Calamos launches first ETF from planned suite seeking 100% downside protection
Pensions & Investments
5/1/2024 3:13:00 PM
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Dish Network, Workers Agree to Class Status in 401(k) Fee Suit
Bloomberg
5/1/2024 2:35:00 PM
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BlackRock looks to make monthly paychecks part of 401(k) employee retirement plans
New York Post
5/1/2024 2:26:00 PM
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DOL's Julie Su defends new fiduciary rule to Republican lawmakers
Pensions & Investments
5/1/2024 1:59:00 PM
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