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Expect lawsuit against new DOL fiduciary rule, experts say
Pensions & Investments· 7 days agoThe biggest change concerns the definition of an investment advice fiduciary. Under the Retirement Security Rule, the department revamped the 1975 five-part test used to determine when a < ...
TIAA and Nuveen Lifetime Income Default Target-Date Offerings Approach $35 Billion in AUM
FOX 59 Indianapolis· 5 days agoAssets in TIAA and Nuveen's suite of lifetime income target-date solutions across corporate, educational, governmental, and healthcare retirement plans are now approaching $35 billion in AUM ...
Retirement Industry People Moves – 5/3/24 | PLANADVISER
PLANADVISER· 3 days agoThe Pension Resource Institute LLC, a retirement plan compliance, technology, and consulting firm, has hired Karen DiStasio as senior vice president, member relations. In the position, DiStasio ...
California Public Employees Retirement System Decreases Stake in Lincoln National Co. (NYSE:LNC)
ETF DAILY NEWS· 2 days agoCalifornia Public Employees Retirement System lessened its holdings in shares of Lincoln National...
New York State Common Retirement Fund Sells 18,374 Shares of Lincoln National Co. (NYSE:LNC)
ETF DAILY NEWS· 1 day agoNew York State Common Retirement Fund trimmed its stake in shares of Lincoln National Co. (NYSE:LNC...
Tracey Salmon-Smith
The National Law Review· 7 days agoTracey Salmon-Smith is a lawyer with Drinker Biddle who assists clients in commercial disputes, employment litigation, securities law, and internal investigations. In the securities space, she ...
Is long-term care insurance worth it for a 65 year-old?
CBS News· 5 days agoHome health aides and assisted living communities can easily cost tens of thousands of dollars per...
Q1 2024 Exlservice Holdings Inc Earnings Call
Thomson Reuters StreetEvents via Yahoo Finance· 4 days agoFirst, we developed a Gen Y I. based conversational business intelligence solution for a leading life and annuity insurer. The solution is designed to help them better understand ...
Fed Holds Rates Steady, Extends Wait-and-See Stance - What’s News - WSJ Podcasts
The Wall Street Journal· 5 days agoAnnmarie Fertoli: The Federal Reserve says inflation progress has stalled. Speaker 2: We do not...
DOL Expands Investment Advice Subject to Fiduciary Liability | JD Supra
JD Supra· 4 days agoFollowing previous failed attempts to expand the fiduciary liability of financial services providers, the DOL released a new rule that broadens the definition ...
