Search results
Learn More About Tyler Allen in New Haven, CT.
US News & World Report· 8 hours agoTyler Allen is a financial advisor in New Haven, CT. Find a financial advisor who specializes in the area of expertise you require. If you're interested...
JD Supra: DOL Publishes Final Regulation Expanding the Definition of an ERISA Fiduciary
JD Supra· 1 day agoIn finalizing the Regulation, the DOL sought to confer ERISA fiduciary status on professional investment advisers and wealth managers, particularly with ...
‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 5 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
JD Supra: The New Retirement Security Rule: Updated Fiduciary Definition under ERISA
JD Supra· 3 days agoDepartment of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the “Final Rule”), updating the definition of an “investment advice
Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 5 days agoSpecifically, the Retirement Security Rule expands the scope of “investment advice fiduciaries” from individuals rendering investment advice on a regular ...
Private Fund Advisers, Breathe Easier: Fifth Circuit Vacates Private Fund Rules | JD Supra
JD Supra· 5 hours agoThe New Orleans-based U.S. Court of Appeals for the Fifth Circuit (Court), on June 5, 2024, vacated the new private fund rules (Private Fund Rules) adopted by the SEC in August 2023, resulting ...
Your ‘Independent’ Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio.
Barrons.com· 3 days agoThat kind of product pushing has long been a profit engine for big Wall Street firms. But RIAs are...
Iowa regent: Universities ‘won’t revise their investment choices for political reasons’
The Gazette· 3 hours agoInterspersed with their chants opposing tuition and fee increases during last week’s Board of...
Department of Labor Releases New ERISA Fiduciary Rule | JD Supra
JD Supra· 4 days agoThe U.S. Department of Labor (DOL) on April 23, 2024, issued the Retirement Security Rule (the Final Rule), which expands who qualifies as an investment advice fiduciary ...
DOL's new fiduciary rule – and its unexpected impact on HSAs
BenefitsPRO· 5 days agoThe rule is largely aimed at retirement plans; however, the DOL did not provide sufficient guidance...