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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Investment Company Institute

In network coverage since August 19, 2026 · 16+ stories
Network coverage
Policy & ERISA

Eric Pan to step down as Investment Company Institute president and CEO by mid-2027

The board asked him to stay until a successor is found; he intends to leave by June 30, 2027.
Policy & ERISA · Oct 19ICI CEO Eric Pan sets June 30, 2027 departure as board seeks successor
Policy & ERISA · Oct 13Eight retirement groups press Congress on SECURE 2.0 corrections
Liquidity · Oct 9SEC cross-trading proposal restores Level 2 fixed income, excludes Level 3 assets
Policy & ERISA · Oct 9Investment Company Institute re-elects Andrew Schlossberg chair; IRI names Jill Hoffman government affairs chief
Products & portfolios · Sep 29IRS ruling targets ETF conversions used to realign appreciated portfolios
The Wrap · Sep 21IRAs now outgrow the 401(k)s that feed them
Data · Sep 21A $51.2 trillion retirement record, and the defaults keep winning
Products & portfolios · Sep 18The $51 trillion retirement headline is a rollover story
Investments · Sep 18The $51.2 trillion retirement quarter was a market print
The Wrap · Sep 18The 401(k) advice fight has moved to the login
Plans & Sponsors · Sep 18DC assets hit $15 trillion; plan design sits still
Retirement Advisers · Sep 17Consultants automate the paperwork, not the fiduciary call
RIA · Sep 16Active ETFs have an empty leaderboard; distribution will fill it
Passive & Indexing · Sep 8Faith-based ETFs are outgrowing negative screening
Tokenization · Aug 19AMM-correlated-pairs debate turns on permission
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