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1. • JD Supra: The New Fiduciary Rule

     JD Supra· 4 hours ago

     On April 25, 2024, the Department of Labor published its final regulation on fiduciary advice, and the related exemptions, in the Federal Register. The ...

2. • 

     Learn More About Christopher Cannon CFA in Daytona Beach, FL.

     US News & World Report· 3 hours ago

     Christopher Cannon is a financial advisor in Daytona Beach, FL, and have earned their CFA. This...

3. • 2024 Fiduciary Rule – Impact on HSAs and Health & Welfare Plans | JD Supra

     JD Supra· 16 hours ago

     The Department of Labor (“DOL”) recently released a final regulation (the “Fiduciary Rule”) redefining “investment advice” under the Employee Retirement ...

4. • Fragasso Financial Advisors Publishes Blog Post About Navigating Financial Markets During...

     Digital Journal· 8 hours ago

     Pittsburgh, PA - Fragasso Financial Advisors, a Pittsburgh based investment management and financial planning firm, released a comprehensive analysis titled ...

5. • 

     Why Retirement Plan Sponsors and Fiduciaries Need to Know about the SEC Cybersecurity Amendments

     The National Law Review· 9 hours ago

     In 2021, the Department of Labor (DOL) issued cybersecurity guidance for ERISA-covered retirement...

6. • NAIC Takes Dive Start on Investment Management Agreements With New Guidance for Insurers | JD Supra

     JD Supra· 7 days ago

     This included receiving the Risk-Focused Surveillance (E) Working Group’s report of the Affiliated Investment Management Agreement Drafting Group’s work addressing the regulatory ...

7. • DOL Publishes QPAM Exemption Amendments: Action Items and Considerations for QPAMS, Plan Sponsors |...

     JD Supra· 2 days ago

     The amendments are anticipated to affect certain financial institutions that manage assets of employee... plays an important role in the management of assets of employee benefit plans and trusts ...

8. • JD Supra: Goodbye “Five-Part Test”—DOL Finalizes New Investment Advice Fiduciary Rules

     JD Supra· 4 days ago

     On April 23, 2024, the Department of Labor (“DOL”) issued final rules which expand what it means to provide fiduciary “investment advice” under the Employee ...

9. • Condor Capital Wealth Management CEO Ken Schapiro Named to 2024 Barron's Top 1200 Financial Advisors...

     Morningstar· 14 hours ago

     MARTINSVILLE, NJ / ACCESSWIRE / May 29, 2024 / Condor Capital Wealth Management is proud to announce that Ken Schapiro , our Chief Executive Officer, has been recently named to the prestigious ...

10. • 

      Here Are 5 Tips From Self-Made Millionaires To Simplify Your Investment Portfolio

      GOBankingRates via Yahoo Finance· 2 days ago

      Becoming a millionaire is a dream for many Americans. Most self-made millionaires achieve this...