PLANADVISER3h
Schlichter Joins the 401(k) Forfeiture Suit Fray
The plaintiffs in the case against Charter Communications Inc allege the telecommunications giant “misused” forfeited plan ...
PLANADVISER2h
DOL Files to Pause Appeal of Fiduciary Rule
The Department had filed notices of appeal in the fall of 2024 in two federal court rulings that had stayed the implementation of the expanded fiduciary rule.
PLANADVISER3h
Larry Restieri to Succeed Bob Oros as CEO of Hightower Advisors
During Oros’s tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets under advisement from $57B to $1.8T.
PLANADVISER3h
Most Advisers Say Bitcoin and Digital Assets Misaligned With Fiduciary Duty
Restieri succeeds Bob Oros, Hightower’s CEO since 2019, who will remain a member of the Board. During Oros’s time as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and ...