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1. • Decoding Equitable Holdings Inc (EQH): A Strategic SWOT Insight

     Guru Focus· 7 days ago

     Equitable Holdings Inc (EQH, Financial), a leading financial services company in the U.S., filed its 10-Q on May 2, 2024, revealing a mix of challenges and strengths in its ...

2. • Leavell Investment Management, Inc BizSpotlight - Birmingham Business Journal

     The Business Journals· 3 days ago

     Founded in 1979, Mobile-based Leavell Investment Management, Inc. is an independent, employee-owned registered investment advisory firm ...

3. • Elizabeth Organ

     The National Law Review· 4 days ago

     Elizabeth Organ represents clients across the financial services industry, with a focus on regulatory compliance and advice. Liz's background positions ...

4. • Strategic Financial Management for Nonprofits

     Digital Journal· 1 week ago

     Fragasso Financial Advisors, a premier investment management and financial planning firm, is proud to announce its continued commitment to providing specialized ...

5. • A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment Advice...

     JD Supra· 3 days ago

     Seyfarth Synopsis: On April 23, 2024, the Department of Labor released its latest attempt to amend its 1975 “fiduciary rule” and seven prohibited transaction class exemptions issued between ...

6. • 

     Top 12 Alternatives to Edward Jones

     Insider Monkey via Yahoo Finance· 2 weeks ago

     In this article, we will take a look at the top 12 alternatives to Edward Jones. If you want to skip our detailed analysis, you can go directly to Top 5...

7. • 

     Jonathan DiPaolo | People on The Move - Boston Business Journal

     The Business Journals· 5 hours ago

     Jonathan DiPaolo has recently joined Wilmington Trust’s Boston office as a senior Wealth Advisor and...

8. • DOL Finalizes Investment Advice Fiduciary Rule | JD Supra

     JD Supra· 2 weeks ago

     The DOL proposed amendments (the Proposal) released in the fall of 2023 generated thousands of comments in addition to...

9. • Century Management Commentary- Energy Constraints Will Hamper Near-Term Productivity Gains: ...

     GuruFocus.com via Yahoo Finance· 4 hours ago

     Century Management is also registered as a Portfolio Manager in the Province of Ontario. A full description of our Firm's business practices, including our Firm's investment

10. • Department of Labor issues final regulation on investment advice fiduciaries | JD Supra

      JD Supra· 1 week ago

      ...considered a fiduciary for purposes of the Employee Retirement Income Security Act of 1974 (ERISA) and related excise tax provisions of the Internal Revenue Code as a result of providing investment advice with respect to assets of an ERISA-covered employee benefit plan (an “ERISA plan”) or...