| Recent News from around the Web |
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Sara Naison-Tarajano becomes fourth (or fifth) Ayco chief in eight years, third in the past year, but this Goldman Sachs partner could succeed — even if she declines to live in Albany
RIA Biz
3/24/2026 11:30:00 PM
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Trian raises offer for Janus Henderson as bidding war heats up
citywire
3/24/2026 6:30:00 PM
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Americans Field Concerns Over Taxes in Retirement
401k Specialist
3/24/2026 5:30:00 PM
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Victory withdraws bid to acquire Janus Henderson
citywire
3/24/2026 4:56:00 PM
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Trian, General Catalyst Poised to Win Janus Henderson Bidding War After Victory Capital Bows Out
Wall Street Journal
3/24/2026 4:52:00 PM
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DC asset growth is primarily dependent on market returns — Morningstar
Pensions & Investments
3/24/2026 4:46:00 PM
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Victory Capital withdraws proposal to acquire Janus Henderson
Seeking Alpha
3/24/2026 4:32:00 PM
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Victory Capital Pulls Janus Offer, Ending Fierce Bidding War
Bloomberg
3/24/2026 4:32:00 PM
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SEC hits robo-advisor Ally Invest with $500K fine over cash allocation conflict
InvestmentNews
3/24/2026 3:49:00 PM
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RBC gatekeeper to exit firm, pursue yoga career
citywire
3/24/2026 3:00:00 PM
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Americans Report Heightened Concern Over Taxes on Retirement Income
Plan Sponsor
3/24/2026 3:00:00 PM
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Todd Lacey Leaves Financial Finesse for Key Retirement Role at Lincoln Financial
401k Specialist
3/24/2026 3:00:00 PM
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DC Asset Growth Conceals Mounting Structural Challenges, per Morningstar
Plan Sponsor
3/24/2026 3:00:00 PM
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'Who can quibble with Gemini?': 5 fund CEOs respond to AI’s assessment of their firms' cultures
citywire
3/24/2026 3:00:00 PM
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Larry Fink highlights a bipartisan Social Security reform proposal. Experts have concerns with the plan.
Pensions & Investments
3/24/2026 2:09:00 PM
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Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial Needs
ThinkAdvisor [Investment Advisor]
3/24/2026 1:54:00 PM
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Dimensional just paved the way for ETF share class launches. Managers can now use that blueprint to forge ahead.
Pensions & Investments
3/24/2026 1:30:00 PM
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$600B in Annual Outflows Dents DC System Growth: Morningstar
401k Specialist
3/24/2026 1:30:00 PM
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Janus Agrees To Bolstered Trian, General Catalyst Proposal
Law360
3/24/2026 1:18:00 PM
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Human Interest to Provide Recordkeeping for UBS
401k Specialist
3/24/2026 1:00:00 PM
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Morningstar puts $2.2bn Champlain fund under review
citywire
3/24/2026 1:00:00 PM
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Hamilton Lane to launch first interval fund
citywire
3/24/2026 1:00:00 PM
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Hightower Reports Data Breach
ThinkAdvisor [Investment Advisor]
3/24/2026 12:25:00 PM
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Morgan Stanley gatekeepers drop BlackRock from $3.4bn subadvised ETF
citywire
3/24/2026 11:00:00 AM
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Ares limits redemptions from $10.7bn BDC after requests soar
citywire
3/24/2026 11:00:00 AM
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Fund With Stakes in SpaceX and Anthropic Jumps 1,200% Above Asset Value
Bloomberg
3/24/2026 10:26:00 AM
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Trian & General Catalyst raise Janus offer to $52.00
Seeking Alpha
3/24/2026 9:29:00 AM
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Trian and General Catalyst Raise Janus Offer to $52 a Share
Bloomberg
3/24/2026 9:14:00 AM
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Victory Capital abandons Janus Henderson bid, clearing path for Trian-led deal
Reuters
3/24/2026 8:18:00 AM
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Revealed: The top places to work for financial advisors in 2026
InvestmentNews
3/24/2026 8:00:00 AM
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NYSE Partners With Securitize to Develop 24/7 Tokenized Securities Platform
Wall Street Journal
3/24/2026 7:45:00 AM
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Apollo Caps Cashouts at Its $25 Billion Debt Fund. Why Investors Are Rushing for the Exit.
Barron's
3/24/2026 7:43:00 AM
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Invesco takes over Superstate's $900 million T-bill fund as Wall Street accelerates tokenization push
Fortune
3/24/2026 7:30:00 AM
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WisdomTree prices ~$604M convertible notes due 2031
Seeking Alpha
3/24/2026 7:26:00 AM
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Emerging-Market Bond Funds Might Be Due for a Correction
Morningstar
3/24/2026 4:30:00 AM
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Apollo limits redemptions from $15bn BDC as requests hit 11%
citywire
3/23/2026 8:00:00 PM
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SEC's Uyeda, BlackRock's Fink Talk Up Private Markets in DC Plans
Plan Sponsor
3/23/2026 7:00:00 PM
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Apollo private credit fund limits investor withdrawals after requests surge
Reuters
3/23/2026 5:38:00 PM
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Rise of AI Could Widen Wealth Gap Unless Investing Access Expands: BlackRock's Fink
401k Specialist
3/23/2026 5:00:00 PM
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ETF Inflows Hit $92B, But Much of It Looks Temporary
ETF.com
3/23/2026 4:30:00 PM
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WisdomTree plans $525M convertible notes offering to fund acquisition
Seeking Alpha
3/23/2026 4:12:00 PM
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'Destruction of Capitalism': EBSA Official Doubles Down on ESG Attack
NapaNet
3/23/2026 4:00:00 PM
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Bad advice during dot-com bubble put this engineer on track to become Creative Planning's co-CIO
citywire
3/23/2026 4:00:00 PM
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The $2.6 Trillion Club! 2026 Top DC Multi-Office Firms Revealed
NapaNet
3/23/2026 4:00:00 PM
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Talking Points: Brackets, Busts — and Building a Resilient Retirement Plan
NapaNet
3/23/2026 4:00:00 PM
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Lincoln Lands Lacey: Industry Exec Todd Lacey Joins Lincoln Financial
NapaNet
3/23/2026 4:00:00 PM
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Commonwealth Financial Network beats SEC in long-running conflict of interest dispute
InvestmentNews
3/23/2026 3:35:00 PM
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Victory fires back after Trian slams its Janus acquisition offer
citywire
3/23/2026 3:30:00 PM
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Gamco Investors Chairman Mario Gabelli hospitalized following medical incident
Seeking Alpha
3/23/2026 3:02:00 PM
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Larry Fink on AI: Don't miss the boat
citywire
3/23/2026 3:00:00 PM
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