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JD Supra: DOL Expands Investment Advice Subject to Fiduciary Liability
JD Supra· 2 days agoFollowing previous failed attempts to expand the fiduciary liability of financial services providers, the DOL released a new rule that broadens the definition< ...
The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations | JD Supra
JD Supra· 21 hours agoThe DOL’s new fiduciary advice rule, effective September 23, 2024, will cause many one-time recommendations to be fiduciary advice. As a result, many more ...
Navigating the Impact of the New Fiduciary Rule on Insurers and Producers | JD Supra
JD Supra· 4 days agoThe Fiduciary Rule broadens the definition of an Investment Advice Fiduciary under the Employee Retirement Income Security Act (“ERISA ...
District court "bumps-up" D&O insurers' coverage defense: Long-running saga continues
Reuters· 13 hours agoIn light of the proliferation of lawsuits challenging corporate mergers, the issue of whether a...
U.S. Department of Labor Fiduciary Rule on Retirement Plans Opposed | Texas Lawyer
Law.com· 3 days agoThe dispute is over a new rule that transforms the retirement savings marketplace by imposing an...
The Biden admin just finalized a controversial new retirement rule — here are 5 things you need to...
Moneywise via Yahoo Finance· 7 days agoThe Retirement Security Rule broadens the definition of a fiduciary to include any financial service...
Telephone and Texting Compliance News: Litigation Update — Second and Third Circuits Address...
The National Law Review· 3 days agoThe Third Circuit Court of Appeals kicked things off in Perrong v. Montgomery County Democratic...
JD Supra: The New Fiduciary Rule
JD Supra· 5 days agoOn April 25, 2024, the Department of Labor published its final regulation on fiduciary advice, and the related exemptions, in the Federal Register. The regulation defines ...
U.S. Venture Capital and Private Equity Funds Continue to Invest in China Despite the Heightened...
Morningstar· 4 days agoA new report discloses the Institutional Investors & private funds financing the rise of technology innovation in China, and other autocratic countries. SAN FRANCISCO, CA / ACCESSWIRE / May ...