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Report shows role that retirement savings plays in the Mass. racial wealth gap - Boston Business...
The Business Journals· 18 hours agoWhen examining the racial wealth divide in Boston and the United States, various factors are in...
Final Fiduciary Rule — Part 3: Amendments to PTEs 84-24, 75-1, 77-4, 80-83, 83-1 and 86-128 | JD...
JD Supra· 6 days agoOn April 25, 2024, the U.S. Department of Labor (DOL) released regulations redefining who is an investment advice fiduciary under the ...
The Department of Labor's Final Investment Advice Rule | JD Supra
JD Supra· 4 days agoAt the same time, the DOL released amendments to a few existing prohibited transaction class exemptions (“PTEs”) (most notably PTE 2020-02) that provide the terms and conditions under ...
I live in Florida and have over $500K invested, but I want to spread out the risk and get a...
Market Watch· 7 days agoAnswer: Since you don’t need investment management help, an hourly planner might make sense for you...
AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility
The National Law Review· 20 hours agoIn the family office context, AI can offer assistance by streamlining processes and enhancing decision-making.[1] On the investment management side, through ...
Peapack Private Hires Kevin D. Casey as a Managing Principal with its Wealth Management Division
NewMediaWire via Yahoo Finance· 4 days agoBEDMINSTER, NJ - (NewMediaWire) - June 21, 2024 - Peapack-Gladstone Financial Corporation (NASDAQ...
ESG - US State-Level Developments for Private Capital and Financial Institutions | JD Supra
JD Supra· 16 hours agoAlso in 2023, Arkansas adopted HB 1307, which among other things requires divestment of direct or indirect holdings with financial service providers that have been deemed to “discriminate against ...
NexPoint nominates 4 trustees in attempted takeover of United Development Funding IV board - Dallas...
The Business Journals· 4 days agoNexPoint, the largest shareholder in United Development Funding IV, announced June...for the REIT's...
Crypto for Advisors: Crypto Trends
CoinDesk via Yahoo Finance· 5 days agoThe digital asset market has begun transitioning from early adoption to mass adoption. A sea change in industry leadership, product development and ...
Renasant Co. (NASDAQ:RNST) Shares Acquired by Goldman Sachs Group Inc.
ETF DAILY NEWS· 1 day agoGoldman Sachs Group Inc. lifted its position in shares of Renasant Co. (NASDAQ:RNST – Free Report)...