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News Without Boundaries
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Category: Wealth

Dr. Oz Is Not the Retirement Guru America Needs
Categories Online News Press Wealth

Dr. Oz Is Not the Retirement Guru America Needs

  • February 12, 2026

The administrator for the Centers for Medicare and Medicaid Services has an idea on how to boost the U.S. economy: working longer.

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SEC Enforcement Chief Defends Division as Atkins Faces Scrutiny Over Crypto Dismissals
Categories Online News Press Wealth

SEC Enforcement Chief Defends Division as Atkins Faces Scrutiny Over Crypto Dismissals

  • February 12, 2026

Margaret Ryan said notions that SEC enforcement was slacking were "flat out wrong," while Chair Paul Atkins answered lawmakers’ questions about the agency's handling…

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Upstart Issuer F/m Says It Found a Way to Fit ETFs In 401(k)s
Categories Online News Press Wealth

Upstart Issuer F/m Says It Found a Way to Fit ETFs In 401(k)s

  • February 12, 2026

With the launch of TBIL, $18 billion manager F/m becomes the first to utilize the dual-share class structure since Vanguard Group’s patent expired on the blueprint…

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Deals & Moves: Bahnsen Opens Silicon Valley Office; Savvy Lures $300M RIA
Categories Online News Press Wealth

Deals & Moves: Bahnsen Opens Silicon Valley Office; Savvy Lures $300M RIA

  • February 12, 2026

In addition, Mission Wealth acquires a retirement planning-focused RIA, Carson fully acquires another wealth partner firm and advisors launch a $232M firm on Osaic’s…

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Judge Recommends Court Deny Stifel’s Motion to Vacate $133M Award
Categories Online News Press Wealth

Judge Recommends Court Deny Stifel’s Motion to Vacate $133M Award

  • February 9, 2026

In the latest in Stifel’s legal battles stemming from the sales of structured notes by former broker Chuck Roberts, the firm said this is…

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Court Allows Advisors’ Attempt to Pause LPL/Ameriprise Suit
Categories Online News Press Wealth

Court Allows Advisors’ Attempt to Pause LPL/Ameriprise Suit

  • February 9, 2026

In the order last week, a district court judge ruled that the advisors at the heart of the legal arguments between the two firms…

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$7B Arete Wealth’s Founder Steps Down as CEO
Categories Online News Press Wealth

$7B Arete Wealth’s Founder Steps Down as CEO

  • February 9, 2026

Arete COO David Levine will succeed Founder Joshua Rogers as chief executive of the holding company, as Rogers transitions to executive chairman of the…

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MassMutual Launches Private Wealth Division with Aim to Grow HNW Clients
Categories Online News Press Wealth

MassMutual Launches Private Wealth Division with Aim to Grow HNW Clients

  • February 9, 2026

The national insurer and advisory MassMutual has pulled various services into a new division aimed at capturing and retaining high-net-worth clients.

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Is there a Middle Path in the Conflict Between Advisors and Record Keepers over 401(k) Participants?
Categories Online News Press Wealth

Is there a Middle Path in the Conflict Between Advisors and Record Keepers over 401(k) Participants?

  • February 9, 2026

A reckoning is coming as the DC industry shifts its focus to participant services.

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Private Markets Push for World’s Wealthy Runs Into AI Meltdown
Categories Online News Press Wealth

Private Markets Push for World’s Wealthy Runs Into AI Meltdown

  • February 9, 2026

Money managers with exposure to AI software companies face jitters, posing a new challenge for private-market players who are already under scrutiny from regulators…

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