Products & Services Launches – 8/27/2026

Index funds are supposed to keep investing simple. Buy the market, pay a tiny fee, accept the market’s return. But one of the most popular funds in the market has spent the past decade proving that a simple twist on the formula (tracking the Nasdaq’s biggest companies instead of the whole market) can produce dramatically…

The Department of Labor filed its fifth amicus brief in a wave of ERISA forfeiture lawsuits, urging the U.S. 4th Circuit Court of Appeals to uphold the dismissal of claims against SAS Institute over its use of forfeited 401(k) contributions. The department argued that the plaintiffs’ theory of the case improperly expands fiduciary duties under…

26-01053.pdf Anonymous (not verified) Wed, 08/05/2026 – 15:40 Case ID 26-01053 Forum FINRA Document Type Award Claimants Gregory Cash R. Mitchell Wickham Respondents UBS Financial Services Inc. Neutrals Steven Gerard Goerke Linda J. Baer Mitchell Regenbogen Hearing Site Charlotte, NC Award Document 26-01053.pdf Documentum DocID 415d94a2 Award Date Official Wed, 08/05/2026 – 12:00 Related Content…

House hunters could find good prices in second-home markets across the South and Midwest.

Bill Ackman is back in Netflix (NFLX -0.10%). His hedge fund, Pershing Square Capital Management, disclosed a position of 3.15 million shares in its Pershing Square USA fund’s semiannual report, released Wednesday evening — a stake amounting to about 4.9% of that fund’s portfolio as of June 30. Netflix shares rose more than 5% on…

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey finds that women who work with a financial advisor are approximately 60% more likely to report that they feel confident in managing their finances compared to those who don’t, suggesting a valuable…