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What is a fiduciary and why it’s important - InvestmentNews
InvestmentNews· 2 weeks agoForemost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law ...
Goodbye “Five-Part Test”—DOL Finalizes New Investment Advice Fiduciary Rules
The National Law Review· 2 weeks agoOn April 23, 2024, the Department of Labor (“DOL”) issued final rules which expand what it means to...
The DOL Fiduciary Rule Is Final. Here’s What Is–and Isn’t–Different From the Proposal.
Barrons.com· 2 weeks agoLabor Department officials say they pored through a voluminous comment record and responded to the...
What the Fiduciary Rule Means for Investment Menu Advisement | PLANADVISER
PLANADVISER· 10 hours agoIn the final release, DOL wrote that “The Department has not changed its position from the proposal that presenting a list of investments as having been selected for
How Fixed Annuities Beat Mutual Funds in a DOL Fiduciary Rule Asset Table | ThinkAdvisor
ThinkAdvisor· 15 hours agoThe answer to 10-year asset growth lies deep in the heart of Federal Reserve financial data.
Department of Labor’s latest fiduciary rule could save investors $5 billion a year, but is it in...
Market Watch· 2 weeks agoAdvisers will have to provide “prudent, loyal, honest advice free from overcharges” and avoid...
DOL's new fiduciary rule is out
InvestmentNews· 2 weeks agoThe Department of Labor’s new fiduciary rule today is out, an overhaul of a 1975 regulation that the insurance industry has fought tooth and nail, as it...
Fiduciary Rule 4.0 Released | JD Supra
JD Supra· 2 weeks agoThis is DOL’s fourth attempt in recent years, after much political volleying, to expand fiduciary duties to nearly all transactions involving retirement investments ...
Should I Fire My 1% Financial Advisor To Save on Fees?
FOX30 / CBS47 Jacksonville· 4 days agoYou still have to choose whether to manage your own investment portfolio, invest via a robo-advisor...
The DOL’s Final Fiduciary Rule Is Here. See What’s Inside!
Forbes· 2 weeks agoThe final rule is readily available on the...Federal Register on April 25, 2024. In short, it requires retirement investment advisors to provide prudent ...
