feature July – August 2012

Rethinking Lifecycle Funds

Evaluating whether a target-date fund family is still the best solution

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Client Service

September 4th, 2024

Vanguard to Lower Asset Minimum for Digital Adviser Access

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

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October 19th, 2022

CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...

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September 15th, 2022

Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm

Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.

feature July – August 2012

Weighty Measures

How to benchmark advisory practices in light of fee disclosures

Reported by

Elayne Robertson Demby

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Compliance

May 8th, 2025

DOL Stops Enforcing Biden-Era Independent Contractor Rule

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DOL Funding Cut by 26% in Trump Budget Proposal

Trump’s proposed cuts would slash about $3.63 billion from the DOL.

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GOP House Bills Target DOL Audit Process

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