Search results
Final Fiduciary Rule – Part 2: Conflicted Transaction Relief for Investment Advice Fiduciaries | JD...
JD Supra· 3 days 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 Income ...
GoLocalProv | News | Citizens and State Archives Cut as Washington Bridge Cost Hits RI’s $14B Budget
GoLocalProv· 7 days agoSpeaker of the House Joe Shekarchi PHOTO: GoLocal The cost of the failed Washington Bridge is...
The Best Reason to Claim Social Security Early
Barrons.com· 2 days agoBill Gottdenker defied the advice of financial experts and claimed Social Security at age 62. The decision helped him and his wife travel while still...
Northwestern Mutual’s CIO Jeff Sippel on productivity gains with AI
CIO· 2 days agoOverviewJeff Sippel, Executive Vice President and CIO at Northwestern Mutual, joins host Maryfran Johnson for this CIO Leadership Live interview. They discuss productivity gains with AI, evolving financial planning
JD Supra: DOL Amends Fiduciary Advice Definition Regulation
JD Supra· 6 days agoThe regulatory package represents the latest development in DOL’s years-long effort to expand the circumstances under which a person will be considered an investment advice fiduciary for purposes ...
JD Supra: How Has the DOL’s Fiduciary Rule Affected Plan Sponsors?
JD Supra· 1 day agoWhat has changed with the U.S. Department of Labor’s (DOL) final regulations and certain prohibited transaction exemptions (PTEs)? Is it really that bad even for plan sponsors, as we hear from ...
HELOC Blues? New Options for Managing Home Equity
TheStreet.com· 4 days agoWith higher interest rates causing borrowing costs to rise, homeowners are hesitant to sell and give up their favorable low rates. The percentage of homebuyers with interest rates below 6% has ...
Guidance Tops Employee Most-Wanted List For Retirement Benefits in 2024
Morningstar· 2 days agoMorgan Stanley at Work today released results from its fourth annual State of the Workplace Financial Benefits Study, which demonstrate that employees once again voted retirement planning support ...
Momentum Trading: What Is It, and Is It the Right Strategy for You?
AOL· 3 days agoMomentum trading is a way to profit from short- or intermediate-term moves in the market. Here’s a...
How to open a savings account
FOX Business· 3 days agoWhether saving for a rainy day, a big purchase, or retirement, a savings account provides a secure and accessible place to store and grow your money. Here’s a step-by-step guide on opening a ...