| Recent News from around the Web |
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Vanguard's Crypto ETF Flip Is Part of a Bigger Shift
ThinkAdvisor [Investment Advisor]
12/4/2205 2:32:00 PM
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IRIC Forecasts Retirement Trends to Watch in 2026
Plan Sponsor
12/2/2205 3:00:00 PM
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BlackRock turns bearish on long-term Treasuries as AI funding wave looms
Reuters
12/2/2205 10:48:00 AM
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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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NewEdge has a 1099, W-2 and RIA channel and wants to take down wirehouses — so it hired a 17-year Morgan Stanley executive who just spent seven years at the Mark Zuckerberg RIA
RIA Biz
12/9/2025 9:28:00 PM
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DC Plan Loan Usage Correlates With Health Care Spending, per EBRI
Plan Sponsor
12/9/2025 6:00:00 PM
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Sens. Cassidy, Kaine Honored as 'Champions of Retirement Security'
401k Specialist
12/9/2025 5:00:00 PM
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Merit doubles assets in 2025 and plots 15-deal M&A spree next year
InvestmentNews
12/9/2025 5:00:00 PM
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The Best Small-/Mid-Cap Funds and ETFs To Buy
Morningstar
12/9/2025 4:00:00 PM
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AMG partners with Brown Brothers Harriman on interval fund
citywire
12/9/2025 4:00:00 PM
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Why investment staff should stay positive amid consolidation: Panel
citywire
12/9/2025 3:00:00 PM
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Top Harbor gatekeeper preps for performance dispersion
citywire
12/9/2025 3:00:00 PM
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Corient held talks to buy $89bn AlTi Global in take-private deal: Sources
citywire
12/9/2025 3:00:00 PM
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A tool for guaranteed income may be coming to your 401(k) — here's what you need to know
CNBC
12/9/2025 2:29:00 PM
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Goldman Sachs CFO says he sees further dealmaking momentum into 2026
Seeking Alpha
12/9/2025 12:55:00 PM
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JPMorgan Seeks to Turn Muni Funds With $840 Million Into ETFs
Bloomberg
12/9/2025 12:21:00 PM
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401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
401k Specialist
12/9/2025 12:00:00 PM
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There's no Dow or S&P 500 for cryptocurrencies yet. Bitwise is getting a step closer with new ETF
CNBC
12/9/2025 11:53:00 AM
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The 10 most (and least) popular active ETFs of 2025
citywire
12/9/2025 11:30:00 AM
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$80B NewEdge Capital Hires CEO
Wealth Management
12/9/2025 11:00:00 AM
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JPM to convert 4 funds with $5bn in combined assets to ETFs
citywire
12/9/2025 11:00:00 AM
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Wealthspire CIO Michael Moriarty set to leave at end of year
citywire
12/9/2025 11:00:00 AM
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Kellogg 401(k) Fee Challenge Fails for Lack of Details, Context
Bloomberg
12/9/2025 10:16:00 AM
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Apollo buys stake in Hollywood stars' Wrexham AFC
citywire
12/9/2025 10:00:00 AM
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Vestwell to Acquire Accrue 401k
401k Specialist
12/9/2025 10:00:00 AM
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BofA Says Fourth Circuit Decision Supports 401(k) Forfeiture Dismissal
NapaNet
12/9/2025 10:00:00 AM
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Wells Fargo's $84 Million 401(k) Stock Settlement Moves Forward
Bloomberg
12/9/2025 9:14:00 AM
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Talking Points: 'Inside' Straits
NapaNet
12/9/2025 8:30:00 AM
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Schlichter-Backed 401(k) Forfeiture Suit Gets Dismissed
NapaNet
12/9/2025 8:30:00 AM
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Vestwell to Acquire Accrue 401k, Adding Nearly 30,000 Guideline Plans
NapaNet
12/9/2025 8:30:00 AM
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Invesco estimates November-end AUM to be down by 0.6% month-over-month
Seeking Alpha
12/9/2025 8:15:00 AM
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Wealth Enhancement Buys $2.2B Hybrid RIA L.M. Kohn
Wealth Management
12/9/2025 8:00:00 AM
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Voya Financial plans share repurchase of $150 Million in Q1
Seeking Alpha
12/9/2025 6:52:00 AM
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BHP sells Pibara stake to BlackRock unit for $2 billion
Seeking Alpha
12/9/2025 12:06:00 AM
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Pictet's U.S. ETF Debut: AI, Automation & Climate
ETF.com
12/9/2025 12:00:00 AM
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Fund Manager's Driver Posing as Advisor Lost $1M for Investors: SEC
ThinkAdvisor [Investment Advisor]
12/8/2025 7:00:00 PM
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SEC Eases Decades-Old Wall Street Analyst Restrictions
Law360
12/8/2025 6:36:00 PM
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Ex-Kellogg Worker's Suit Over 401(k) Fees Tossed For Good
Law360
12/8/2025 6:12:00 PM
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Gen X Didn't Prioritize Retirement Saving Until 50 — Can They Catch up?
401k Specialist
12/8/2025 5:30:00 PM
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BofA Enhances Workplace Benefits Platform
401k Specialist
12/8/2025 5:30:00 PM
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ETF Investors Pour $44.2B Into Funds As Markets Push Toward Record Highs
ETF.com
12/8/2025 4:30:00 PM
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Schnader Harrison ERISA Class Attys Seek Cut Of $675K Deal
Law360
12/8/2025 4:30:00 PM
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Smith & Nephew Settles 401(k) Fee Dispute
Law360
12/8/2025 4:22:00 PM
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Ethereum gains after BlackRock files for iShares Staked Ethereum Trust ETF
Seeking Alpha
12/8/2025 3:49:00 PM
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Fund Files: Franklin to liquidate ESG fund; Morgan Stanley, Pimco plot ETFs
citywire
12/8/2025 3:30:00 PM
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Workers Turn to Employers to Provide Paycheck-Linked Financial Guidance
401k Specialist
12/8/2025 3:30:00 PM
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Blue Owl faces class action lawsuit over BDC redemptions
citywire
12/8/2025 3:30:00 PM
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Merrill gives green light to crypto, due diligence team covers 4 funds
citywire
12/8/2025 3:00:00 PM
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