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Third Time’s a Charm? The Department of Labor Releases Its Third Iteration of the Fiduciary Rule |...
JD Supra· 3 days agoOver strenuous objection from some members of the financial services industry and some members of Congress, on April 23, 2024, the Department of Labor (DOL) released its final ...
The New Fiduciary Rule (29): The Final Rules Have Arrived | JD Supra
JD Supra· 4 days agoOn April 25, 2024, the Department of Labor published its final regulation on fiduciary advice, and the related exemptions, in the Federal Register. The regulation defines ...
Advice about 401(k) rollovers is poised for a big change. Here's why
CNBC· 4 days agoDepartment rule will significantly change the advice many investors receive about rolling money over...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GoBankingRates via AOL· 4 days agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
Expect lawsuit against new DOL fiduciary rule, experts say
Pensions & Investments· 2 days agoThe biggest change concerns the definition of an investment advice fiduciary. Under the Retirement Security Rule, the department revamped the 1975 five-part ...
DOL Amends Fiduciary Advice Definition Regulation | JD Supra
JD Supra· 14 hours agoOn April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) issued a final regulatory package amending its fiduciary investment advice regulation ...
3 Financial Stocks Driving Gains in XLF ETF
247wallst.com· 4 hours agoThe Financial Select Sector SPDR Fund (NYSE ARCA: XLF) ETF gives investors an opportunity to gain exposure to North America’s leading names in financial...
If you're intimidated by all the choices that come with investing, financial planners suggest trying...
Business Insider· 8 hours agoPaid non-client promotion: Affiliate links for the products on this page are from partners that...
DOL Finalizes PTE 84-24 Amendments | JD Supra
JD Supra· 14 hours agoThis marks the latest chapter of the DOL’s long-running effort to expand the circumstances under which a person is considered an investment advice fiduciary
Week’s Best: One-Day Exodus at J.P. Morgan
Barrons.com· 6 days agoSix advisor teams managing nearly $15 billion in assets left JPMorgan Chase’s brokerage unit a week ago, the largest wave of departures one recruiter...
