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New Schlichter lawsuit targets MEP
The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services
Q&A: NYU sustainable business expert on U.S. election outcome
What will happen to business’s growing dedication to ESG after November presidential votes are in?
Even Fidelity’s star manager frets about Robinhood
Will Danoff, who manages $230 billion for the fund giant, notes that mutual funds have become less popular with investors
Court orders asset manager to return $1 million to investors
SEC complaint alleges John Geraci knew of fraud when marketing his fund
Rethinking the 40% bond allocation
Fixed income experts from Vanguard and BlackRock advised on the appropriate bond allocations at Morningstar’s annual conference
Private fund group lobbies to get products in 401(k)s
The Institute for Portfolio Alternatives says lawmakers are receptive to its diversification pitch
PE to fuel insurance industry M&A: Report
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
OpenInvest launches ESG reporting software
Advisers will have an easier time exposing clients to companies that meet customizable environmental, social and governance guidelines
How one 401(k) firm says it is bulking up amid the pandemic
Human Interest is hiring staff and getting rid of certain fees
Morningstar conference takes hard look at active management
The keynote presentation examined why active managers are a crucial ingredient of an efficient market
