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Thursday, March 13, 2025 Exclusives | Awards | Research | Events

Data & Research Milken Institute Research Explores Federal Accounts for Newborns The “Invest in America” accounts would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Edward Jones Launches Private Client Services for High-Net-Worth Clients The company’s Generations program targets clients with at least $10 million in investable assets.

Today’s Most Read 1. Social Security Administration Changes Process to Prove Identity 2. 2025 PLANADVISER Top Retirement Plan Advisers 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

CFA Institute Renames Certificate in ESG Investing According to the CFA Institute, the curriculum underpinning the certificate will continue to cover ‘the wide variety of factors within each of the environmental, social, and governance areas of ESG investing.’

SSGA Scraps Gender Diversity Efforts State Street Global Advisors joins BlackRock, which recently scrapped its ‘aspirational workforce representation goals’ and will no longer require hiring managers to interview a diverse pool of candidates.

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