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The New Fiduciary Rule (35): The Education Exception | JD Supra
JD Supra· 23 hours 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 ...
The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations | JD Supra
JD Supra· 2 days 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 ...
True the Vote founder suggests Salem only retracted 2000 Mules because of shareholder and advertiser...
Media Matters· 14 hours agoTrue the Vote founder suggests Salem only retracted 2000 Mules because of shareholder and advertiser...
The HSA implications of the DOL's fiduciary rule
InvestmentNews· 5 days agoMuch has been said about the Department of Labor’s fiduciary rule and its implications for IRA rollovers – but there is another area that could make...
2024 Fiduciary Rule – Impact on HSAs and Health & Welfare Plans | JD Supra
JD Supra· 7 days agoThe Department of Labor (“DOL”) recently released a final regulation (the “Fiduciary Rule”) redefining “investment advice” under the Employee Retirement Income Security Act ...
Elon Musk Accused of Massive Insider Trading at Tesla
Futurism via Yahoo Finance· 16 hours agoA Tesla investor is suing CEO Elon Musk over massive insider trading, selling $7.5 billion worth of...
Battle lines drawn over DOL's fiduciary rule
InvestmentNews· 14 hours agoDespite DOL’s efforts to protect itself, Congress and insurance industry go on the attack as first lawsuit is filed amid allegations the department...
The DOL Fiduciary Rule Is Here – Are You an Investment Advice Fiduciary? | JD Supra
JD Supra· 2 days agoThe Department of Labor’s final definition of “investment advice” fiduciary regulation makes many more individuals fiduciaries under both the Employee Retirement Income Security ...
JD Supra: Department of Labor issues final regulation on investment advice fiduciaries
JD Supra· 6 days agoOn April 23, 2024, the Department of Labor (the “DOL”) issued a final regulation (the “Final Rule”) that describes the circumstances under which a person will be considered a fiduciary ...
DOL Fiduciary Investment Advice - We Have Tread This Road Before, Has Anything Changed for Advisors?...
JD Supra· 5 days agoThe Department of Labor (DOL) recently released the Retirement Security Rule - yet another iteration of its updated fiduciary rule that has been kicking around the agency ...
