| Recent News from around the Web |
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Reed Colley is back as Orion's president with the immense task of taking its legacy RIA technology and making it into a dream experience -- with help from data stores and AI
RIA Biz
12/19/2024 9:18:00 PM
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Chicago Hospital Network Strikes Deal In 401(k) Fee Suit
Law360
12/19/2024 7:02:00 PM
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With two weeks to spare, RIA M&A activity hits new all-time high in 2024
InvestmentNews
12/19/2024 5:30:00 PM
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Product & Service Launches
Plan Sponsor
12/19/2024 5:30:00 PM
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Victory Capital to buy back up to $200M of its stock
Seeking Alpha
12/19/2024 4:55:00 PM
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The best and worst active funds and ETFs of 2024
citywire
12/19/2024 4:30:00 PM
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IRS Delays Applicability of Certain Proposed RMD Rules to 2026
Plan Sponsor
12/19/2024 4:30:00 PM
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Bipartisan Bill Would Clarify, Expand Distribution Options for 401(k) Participants
NapaNet
12/19/2024 4:30:00 PM
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T. Rowe Price shuffles 3 PMs
citywire
12/19/2024 4:30:00 PM
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Orion to buy Summit Wealth Systems, bring on Reed Colley as president
citywire
12/19/2024 4:30:00 PM
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How to Choose a Dividend Fund
Morningstar
12/19/2024 4:00:00 PM
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Concurrent Hires Retirement Division Lead
401k Specialist
12/19/2024 3:30:00 PM
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Pacific Dental Is Latest Employer Sued Over 401(k) Forfeitures
Bloomberg
12/19/2024 2:42:00 PM
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Edward Jones Beats Wall Street Rivals by One Score: CFPs on Its Roster
Advisor Hub
12/19/2024 2:30:00 PM
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Captrust adds nearly $2B in assets in latest double-deal
InvestmentNews
12/19/2024 2:30:00 PM
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BlackRock Muni ETF Used Blockchain to Buy Bonds
ETF.com
12/19/2024 2:30:00 PM
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Edward Jones' effort to go upscale means more — lots more — CFPs
InvestmentNews
12/19/2024 2:00:00 PM
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Mutual Funds Convert to ETFs at Record Levels
ETF.com
12/19/2024 1:30:00 PM
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Gatekeepers' best and worst investment decisions of 2024
citywire
12/19/2024 12:30:00 PM
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Aristotle snags Thornburg and Western investment veterans
citywire
12/19/2024 12:30:00 PM
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ETF Market Tops $15T on Active Management Boom
ETF.com
12/19/2024 12:30:00 PM
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Orion to Acquire Summit Wealth
ThinkAdvisor [Investment Advisor]
12/19/2024 12:18:00 PM
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Active ETFs are a win for investors and fund managers, but ...
citywire
12/19/2024 11:30:00 AM
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BlackRock said to write down renewable fund, enlist GIP execs for turnaround
Seeking Alpha
12/19/2024 10:39:00 AM
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Parker-Hannifin Seeks Sixth Circuit Redo on 401(k) Benchmarks
Bloomberg
12/19/2024 10:01:00 AM
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Republican-led Congress will mean less retirement policy, continued focus on crypto and China, sources say
Pensions & Investments
12/19/2024 9:01:00 AM
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WEP/GPO Repeal Bill Moves One Step Closer to Enactment
NapaNet
12/19/2024 8:30:00 AM
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DOL's outgoing Ali Khawar says ESG, fiduciary rules were needed
Pensions & Investments
12/19/2024 7:01:00 AM
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These Small-Cap Funds Have Seen a Torrent of Outflows
Morningstar
12/19/2024 12:00:00 AM
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Vanguard: A 'Tone Change' Since Ramji Joined as CEO
ETF.com
12/19/2024 12:00:00 AM
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Liz Ann Sonders: 'Froth' Is a Lousy Market Indicator
ThinkAdvisor [Investment Advisor]
12/18/2024 6:37:00 PM
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Reps. Foxx, Scott and Wagner Honored as 2024 Champions of Retirement Security
401k Specialist
12/18/2024 6:00:00 PM
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New bipartisan bill seeks to simplify retirement savings for seniors
InvestmentNews
12/18/2024 5:30:00 PM
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Fund Files: Cambria, Pacer launch ETFs
citywire
12/18/2024 5:00:00 PM
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IRS Pushes Back Deadlines in Proposed RMD Regs
ThinkAdvisor [Investment Advisor]
12/18/2024 4:58:00 PM
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Raymond James client AUA rises 4% in November on markets, inflows
Seeking Alpha
12/18/2024 4:40:00 PM
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A Deeper Dive into the DOL's 'CIA' Activities
NapaNet
12/18/2024 4:00:00 PM
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The Standard Taps Christensen for PEP Sales, as Industry Surpasses $10 Billion Mark
NapaNet
12/18/2024 4:00:00 PM
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GraniteShares Launches Tesla-Focused Income ETF
ETF.com
12/18/2024 3:30:00 PM
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A Closer Look at Parnassus Investments' 2 New Active ETFs
Morningstar
12/18/2024 3:30:00 PM
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Pearson Education Workers Sue Over 401(k) Fees, Forfeitures
Bloomberg
12/18/2024 3:24:00 PM
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Climate action is No. 1 sustainable investing priority — US SIF
Pensions & Investments
12/18/2024 3:13:00 PM
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5 gatekeepers share their top PM searches
citywire
12/18/2024 3:00:00 PM
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Fed lowers rates by 0.25%, forecasts 2 cuts for 2025
citywire
12/18/2024 3:00:00 PM
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Bipartisan Bill Introduced to Simplify Retirement Savings Distribution Options
401k Specialist
12/18/2024 3:00:00 PM
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Pontera-like play wins Black Diamond deal to allow its RIAs to manage held-away 401(k) assets — with all parties mum on Fidelity's credential-sharing policy
RIA Biz
12/18/2024 2:30:00 PM
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Schwab Asks Court to Handcuff Advisor Who Managed $1.5-Bln and Joined Texas RIA
Advisor Hub
12/18/2024 2:30:00 PM
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How Big Is the US Sustainable Investment Market? $6.5 Trillion, Trade Group Says
Morningstar
12/18/2024 2:30:00 PM
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Senators cancel vote for SEC's Crenshaw, upping chances of all-GOP commission
Pensions & Investments
12/18/2024 2:28:00 PM
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Nonprofit petitions SEC to review accredited investor standard
citywire
12/18/2024 2:00:00 PM
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