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    • Jill On Money: Progress on fiduciary

      Jill On Money: Progress on fiduciary

      San Jose Mercury News· 1 day ago

      For years I have bemoaned the fact that many financial professionals were not always required to act in the best interest of their clients, i.e., they...

    • DOL Finalizes PTE 84-24 Amendments | JD Supra

      JD Supra· 5 days ago

      On April 25, 2024, the U.S. Department of Labor (“DOL”) published its much-anticipated final regulation on the definition of “fiduciary” under section 3(21)(a)(ii) of the Employee Retirement ...