Judge Grants Class Status in Genworth, BlackRock TDF Suit

Also, Guideline Hits $15B in AUA on Philosophy of Simplicity, Low Fees

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Tuesday, August 20, 2024 Exclusives | Awards | Research | Events

Compliance Judge Grants Class Status in Genworth, BlackRock TDF Suit The plaintiffs invested in BlackRock's LifePath Index Funds get a rare win when compared to similar 401(k) complaint proceedings. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Guideline Hits $15B in AUA on Philosophy of Simplicity, Low Fees Co-founder and CEO Kevin Busque details the past and present of Guideline as he seeks to keep an early promise to famed passive investor Jack Bogle.

Today's Most Read 1. JP Morgan Launches TDF With Guaranteed Income Annuity 2. A Compliant Process for Plan-to-IRA Rollovers 3. Missouri Court Strikes Down Anti-ESG Rules

Interim IRS Guidance Published on Student Loan Matching Payments The program, created in SECURE 2.0, addresses student loans, which are considered a significant impediment to retirement savings.

Advisory M&A News - 8/19/24 NewEdge Wealth grows RIA footprint; Summit Trail adds 10th advisory office to national network; Avantax brings on adviser with $60M in client assets.

See Our 2024 PLANADVISER Emerging Leaders The PLANADVISER Emerging Leaders recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession.

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