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exclusives
Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.
February 20, 2020
Compliance
Delta Air Lines Must Face Lawsuit Over Pension Payments

Retirees sued for denial of benefits, claiming Delta was wrong to offset their pension payments by a workers' compensation settlement they received.

February 20, 2020
awards
2020 TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
February 20, 2020
Compliance
Ready to Comply With the Massachusetts Fiduciary Rule?

The new regulations, which go into effect on March 6, will require broker/dealers and their agents to provide investment advice and recommendations 'without regard to the interests of anyone but the customer.'

February 21, 2020
Deals & People
2020 M&A Activity Starts Strong After Record 2019

CAPTRUST has continued its serial acquisitions, but the biggest merger and acquisition news of early 2020 has been the acquisition of Legg Mason by Franklin Templeton.

February 19, 2020

401(k) Plan Ratings

Our retirement plan ratings help you understand the strength of your plan based on key features, including fees, company generosity, and the BrightScope Rating.

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"BrightScope has developed a 100% quantitative, independent analysis for 401k plans that will be a valuable resource for companies to benchmark their plans compared to plans of similar size, industry and demographics​."

-Craig Spitz, CFO Synteract, Inc. (2010)

Mutual Fund Analysis

Access trended analysis on over 30,000 share classes, 10,000 funds, and over 800 fund families with ease. Fund Pages provides deep insights for investors and industry experts at any level.

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"BrightScope is very intuitive yet backed by solid research. It's a powerful tool for those who approach investing as a science."

-Dave Logan, best-selling author of Tribal Leadership, www.davelogan.com

360° Financial Advisor View

We make it easier for investors to find information about financial advisors. We gather and analyze regulatory filing data on every advisor in the US and present it in a free online directory.

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"Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air."

- Carolyn Taylor, Weatherly Asset Management​

Insights

Build Practical Financial Know-How to Make Better Decisions

Retirement Plans
Boeing Plan Report (Updated)
Boeing Fee Settlement Highlights the High Bar for ...
BrightScope Editorial
401k Plans
IBM 401k Plan Report
IBM 401k plan still the largest, and one of the be...
BrightScope Editorial
Financial Planning
Portfolio - Money Trap
4 Investment Risks Warren Buffett Says You Should ...
Curtis Hollowell
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