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JD Supra: The New Retirement Security Rule: Updated Fiduciary Definition under ERISA
JD Supra· 3 hours agoDepartment of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the “Final Rule”), updating the definition of an “investment advice
Your ‘Independent’ Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio.
Barrons.com· 9 hours agoThat kind of product pushing has long been a profit engine for big Wall Street firms. But RIAs are...
What Advisers Need to Know Now About Giving Rollover Advice after September 23, 2024 | JD Supra
JD Supra· 5 days agoOn April 25, 2024, the Department Of Labor (DOL) published its latest attempt to update the definition of an investment advice fiduciary, the Retirement ...
Department of Labor Releases New ERISA Fiduciary Rule | JD Supra
JD Supra· 19 hours 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 ...
Learn More About Marilyn Ames in Tacoma, WA.
US News & World Report· 16 hours agoMarilyn Ames is a financial advisor in Tacoma, WA. Find a financial advisor who specializes in the area of expertise you require. An advisor< ...
Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 2 days agoSpecifically, the Retirement Security Rule expands the scope of “investment advice fiduciaries” from individuals rendering investment advice on a regular ...
‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 2 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
I'm Thinking of Using a Financial Advisor. How Much Would It Cost?
SmartAsset via AOL· 1 day agoAs published recently in their annual report by the financial blog, Kitces, pricing in finance is dominated by one model above all others: Assets Under Management (AUM). This is a fee ...
I’m a Financial Advisor: Here’s My Average Client’s Net Worth
GOBankingRates via Yahoo Finance· 5 days agoThinking about hiring a financial advisor, but not sure if it’s worth it at your net worth?...
DOL's new fiduciary rule – and its unexpected impact on HSAs
BenefitsPRO· 2 days agoThe rule is largely aimed at retirement plans; however, the DOL did not provide sufficient guidance...