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JD Supra: The New Fiduciary Rule
JD Supra· 5 hours agoWhile PTE 2020-02 can be used for banks, investment advisers, broker-dealers, and insurance companies (“financial institutions”), there is an alternative exemption, PTE 84 ...
Why It’s Harder To Save for Retirement Today Than 50 Years Ago
GOBankingRates via Yahoo Finance· 6 hours agoAccording to a recent survey report released by the nonprofit Transamerica Center for Retirement...
How much will Labour and the Tory manifestos appeal to London's voters?
Evening Standard via Yahoo News· 6 days agoLondoners are focused on such quality-of-life issues, alongside more affordable public transport and...
Supreme Court Decision in Connelly v. US: Implications for Family-Owned Businesses | JD Supra
JD Supra· 6 days agoIn a landmark decision, the U.S. Supreme Court’s decision in Connelly v. United States will require closely-held business owners to reconsider their current buy-sell arrangement in order to ...
Supreme Court Rules In Favor Of IRS: Revise Redemption Plans Now
Forbes· 6 days agoOn June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held business valuation case that will have significant impact on many family and closely held businesses. The ...
8 Financial Moves Singles In Their 30s Should Be Making
Forbes· 6 days agoOnce you hit your 30s, you and your friends may be falling into very different circles. If you’re a...
A Texas party is pitching extreme policy ideas, and it’s not just the one you think | Opinion
Fort Worth Star-Telegram via Yahoo News· 5 days agoWhy that last one would even be necessary if every job must come with health insurance, the party...
Which Generation Has the Most Wealth?
US News & World Report· 4 days agoOwning more than you owe is the initial step toward achieving economic security. As your net worth escalates, so does your wealth. Despite pandemic-related setbacks and rising costs of living ...
Lasting Excellence June 2024 - Insurance Companies in NAV, CLOs and Rated Feeders: Where Are We Now...
JD Supra· 5 days agoIf you are confused about the current state of play of insurance companies investing in CLOs, rated feeder structures and other NAV based loans, we are here to help. Let’s ...
‘This isn't part of the American dream’: The youngest cohort of baby boomers is gearing up for...
MSN News· 7 days agoOver half of these “peak boomers” have $250K or less in assets.
