Search results
Final Fiduciary Rule – Part 2: Conflicted Transaction Relief for Investment Advice Fiduciaries | JD...
JD Supra· 11 hours agoConcurrent with the issuance of Amended PTE 2020-02, the DOL released regulations redefining when a person gives investment advice as a “fiduciary” under the Employee Retirement ...
How to Secure Unbiased Financial Advice as an Entrepreneur | Entrepreneur
Entrpreneur· 1 hour agoTo derive the most value from their success, however, entrepreneurs need financial strategies rooted in unbiased advice. Unfortunately, conflicts of interest inherent in traditional wealth-management ...
Battle lines drawn over DOL's fiduciary rule
InvestmentNews· 1 day agoThe DOL went to lengths to armor its new fiduciary rule against legal challenges, but recent attacks by Congress and the insurance industry add some...
The New Fiduciary Rule (35): The Education Exception | JD Supra
JD Supra· 1 day 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 ...
Lawsuit Against TIAA Over Managed Account Service Moves Forward | PLANADVISER
PLANADVISER· 22 hours agoTIAA’s request to dimiss an amended lawsuit filed against it regarding a managed account service for participants was denied by a federal district judge in New York, with an order for the firm ...
DOL rule gets its first lawsuit | JD Supra
JD Supra· 5 days agoThe new fiduciary rule, which had its final rule, published, got its first lawsuit. The Federation of Americans for Consumer Choice (FACC), along with...
Elon Musk admits diverting Tesla’s AI chips to his other companies, claiming ‘they would have just...
Fortune via Yahoo Finance· 6 hours agoTesla shareholders could fear they might get the short end of the stick, if Musk deems the chips are...
Bad News for Elon Musk
247wallst.com· 42 minutes agoElon Musk’s Tesla (NASDAQ: TSLA) has achieved significant milestones, including becoming the world’s most valuable automaker and seeing substantial...
JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 3 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 “
University of Oregon trustees meeting draws pro-Palestinian calls for divestment
The Register-Guard via Yahoo News· 3 hours ago"As trustees, each of you has a stewardship role that have pledged to act as a responsible fiduciary...
