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Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 3 days agoOn April 25, 2024, the United States Department of Labor (USDOL) issued a final rule, the “Retirement Security Rule,” that significantly alters the definition of a “fiduciary” under the Employee ...
Allianz Asset Management GmbH Has $1.91 Million Stock Position in LPL Financial Holdings Inc....
ETF DAILY NEWS· 7 days agoAllianz Asset Management GmbH reduced its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 14.9% in the 4th quarter, according to the company in its most ...
Capital Fund Management S.A. Cuts Stock Position in LPL Financial Holdings Inc. (NASDAQ:LPLA)
ETF DAILY NEWS· 4 days agoCapital Fund Management S.A. cut its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 50.8% in the fourth quarter, according to its most recent Form 13F filing with the ...
Shell Asset Management Co. Sells 814 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
ETF DAILY NEWS· 4 days agoShell Asset Management Co. reduced its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 19.4% during the fourth quarter, according to its most recent Form 13F filing ...
Caxton Associates LP Sells 4,325 Shares of Brighthouse Financial, Inc. (NASDAQ:BHF)
ETF DAILY NEWS· 4 days ago(NASDAQ:BHF – Free Report) by 8.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 46,092 shares of the company ...
Joshua Driskell Shares Insights on Wealth Management and Estate Planning
Los Angeles Times· 6 days agoThis Wealth Management & Estate Planning ‘Conversation with the Expert’ content is produced by the L.A. Times B2B Publishing team in conjunction with Lagerlof, LLP. Ongoing market developments ...
Steward Partners Investment Advisory LLC Acquires 155 Shares of LPL Financial Holdings Inc....
ETF DAILY NEWS· 6 days agoSteward Partners Investment Advisory LLC boosted its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 20.2% during the fourth quarter, according to its most recent ...
My dad is 60, makes $3K a month, but lives in an expensive city. Despite that, he’s saved $100K. He...
Market Watch· 4 days agoHave an issue with your financial adviser or looking for a new one? Email questions or concerns to...
We’re in our 70s and don’t trust our family to handle our estate. What can we do?
Market Watch· 2 days agoIt’s great that you’re doing estate planning and trying to find the answers you need. Many people...
‘Where did I see myself in 10 years?’: A look at life-changing telecom apprenticeships in Alaska
Anchorage Daily News· 4 days agoAmanda Sagmoen had settled into her career. At 30, she was a hard-working administrative assistant...