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SEC and FinCEN Propose New Rule: Mandatory Customer Verification for Investment Advisers in 2024 |...
JD Supra· 14 hours agoThis proposed rule follows on the heels of a previous rule proposed by FinCEN on February 13, which would include RIAs and ERAs in the definition of “financial< ...
SEC Tightens Cybersecurity Requirements with Regulation S-P Amendments
The National Law Review· 2 hours agoFor covered institutions (generally, broker-dealers, investment companies, registered investment...
What Advisers Need to Know Now About Giving Rollover Advice after September 23, 2024 | JD Supra
JD Supra· 4 days agoThis...standard “that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts”, which means that financial advisers ...
Here's the Average Net Worth and Retirement Savings Among American Households by Age
Motley Fool via Yahoo Finance· 3 days agoThe definition of high-interest debt ranges from 6% to 8%, but it ultimately depends on what your...
Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 14 hours agoOn April 25, 2024, the United States Department of Labor (USDOL) issued a final rule, the “Retirement Security Rule,” that significantly alters the definition of a “fiduciary ...
I’m a Financial Advisor: These Are 14 Money Mistakes People Make in Their 20s
GOBankingRates via Yahoo Finance· 2 days agoYour 20s are filled with learning experiences. This coming-of-age period is a time when most people...
Warren Buffett Owns These 2 Ultra-High-Yield Dividend Stocks. Here's Why They're Great Picks for...
Motley Fool via Yahoo Finance· 4 days agoAres' forward price-to-earnings ratio is below 9.2, compared to a multiple of 15.5 for the S&P 500 ...
4 Money Myths Debunked
GOBankingRates via Yahoo Finance· 6 days agoYou see them all over social media -- financial memes or "facts" floating around that people swear by. But is there any truth to them? Find Out: Here's...
Full Truck Alliance Co. Ltd. (NYSE:YMM) is favoured by institutional owners who hold 47% of the...
Simply Wall St. via Yahoo Finance· 4 hours agoUltimately the future is most important. You can access this free report on analyst forecasts for...
How to invest in a bull market
CNN.com· 3 days agoInvesting is all about discipline. It can be difficult to maintain focus and confidence when the stock market drops, corrects or, even worse, crashes....
