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Paramount Shareholder Aspen Sky Trust Decries Skydance Agreement as ‘Undervalued Bid’ That Only...
The Wrap via Yahoo Finance· 6 hours agoThe firm, which owns approximately 6.57 million shares in the media conglomerate, sent a third...
The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations | JD Supra
JD Supra· 1 day agoThe DOL’s new fiduciary advice rule, effective September 23, 2024, will cause many one-time recommendations to be fiduciary advice. As a result, many more ...
Elon Musk accused of $7.5 billion insider trading in lawsuit from Tesla shareholder
Fox Business via Yahoo Finance· 3 days agoTesla CEO Elon Musk is accused of profiting $7.5 billion from insider trades by a shareholder who...
The DOL Fiduciary Rule Is Here – Are You an Investment Advice Fiduciary? | JD Supra
JD Supra· 1 day agoThe Department of Labor’s final definition of “investment advice” fiduciary regulation makes many more individuals fiduciaries under both the Employee Retirement Income Security ...
2024 Fiduciary Rule – Impact on HSAs and Health & Welfare Plans | JD Supra
JD Supra· 6 days agoThe Department of Labor (“DOL”) recently released a final regulation (the “Fiduciary Rule”) redefining “investment advice” under the Employee Retirement Income Security Act ...
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
SmartAsset via Yahoo Finance· 18 hours agoConverting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits –...
JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 2 days agoFollowing previous failed attempts to expand the fiduciary liability of financial services providers, the DOL released a new rule that broadens the definition of “
Could fiduciary advice cut 401(k) plan costs for small businesses? - InvestmentNews
InvestmentNews· 6 days agoA new study suggests small businesses that use fiduciary-grade advisors pay lower-than-average fees...
Fiduciary Trust Co Sells 27,480 Shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD)
ETF DAILY NEWS· 2 days agoFiduciary Trust Co reduced its stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by...
The New Fiduciary Rule (34): The “Hire Me” Exception | JD Supra
JD Supra· 5 days agoThe Department of Labor’s (DOL) final regulation defining fiduciary status for investment advice to retirement investors is effective on September 23, 2024. The exemptions ...
