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2024 Fiduciary Rule – Impact on HSAs and Health & Welfare Plans | JD Supra
JD Supra· 19 hours agoThe Department of Labor (“DOL”) recently released a final regulation (the “Fiduciary Rule”) redefining “investment advice” under the Employee Retirement ...
The Biden admin just finalized a controversial new retirement rule — here are 5 things you need to...
Moneywise via Yahoo Finance· 2 days agoIt could save Americans money When investment advisers act in the interest of consumers — rather...
SEC Scrutinizes Private Fund Investor Communications | JD Supra
JD Supra· 19 hours agoThere has been much ink spilled over the Marketing Rule and the Private Fund Rule under the Investment Advisers Act of 1940. Today, the SEC went a little ...
Will Biden’s New Retirement Rule Really Protect Your Savings?
GOBankingRates via Yahoo Finance· 6 days agoOn April 23, the Department of Labor announced it had finalized its Retirement Security rule to...
Fragasso Financial Advisors Publishes Blog Post About Navigating Financial Markets During...
Digital Journal· 12 hours agoPittsburgh, PA - Fragasso Financial Advisors, a Pittsburgh based investment management and financial planning firm, released a comprehensive analysis titled ...
Could fiduciary advice cut 401(k) plan costs for small businesses? - InvestmentNews
InvestmentNews· 1 day agoA new study suggests small businesses that use fiduciary-grade advisors pay lower-than-average fees...
JD Supra: Goodbye “Five-Part Test”—DOL Finalizes New Investment Advice Fiduciary Rules
JD Supra· 4 days agoOn April 23, 2024, the Department of Labor (“DOL”) issued final rules which expand what it means to provide fiduciary “investment advice” under the Employee ...
NAIC Takes Dive Start on Investment Management Agreements With New Guidance for Insurers | JD Supra
JD Supra· 7 days agoThis included receiving the Risk-Focused Surveillance (E) Working Group’s report of the Affiliated Investment Management Agreement Drafting Group’s work addressing the regulatory ...
10 Best Financial Advisors for June 2024
GoBankingRates via AOL· 5 hours agoThe financial planning world has evolved tremendously over the past few decades. In the not too distant past, most investors needed a financial advisor...
More Fiduciary Rule Critics Sue In Texas Federal Court
WealthManagement.com· 1 day ago...Insurers, several regional divisions of the National Association of Insurance and Financial ...