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Final Fiduciary Rule – Part 1: New Definition of Investment Advice Fiduciary | JD Supra
JD Supra· 14 hours agoThe plaintiffs allege that the DOL exceeded its authority under ERISA, the Internal Revenue Code (Code) and the Administrative Procedures Act. This eAlert reviews the new definition ...
DOL fiduciary rule faces pushback in congress - InvestmentNews
InvestmentNews· 2 hours agoRick Allen and Senators Ted Budd and Joe Manchin, among others – introduced a joint resolution of...
Earnings call: Brighthouse Financial Q1 2024 shows steady growth By Investing.com
Investing.com· 6 days agoBrighthouse Financial , Inc. (NASDAQ:BHF) reported a strong start to 2024 in its first-quarter...
My mom is 92 and we invested $200K at a credit union. I told them we could tie it up for 1 year,...
Market Watch· 2 days agoAnswer: We’re sorry to hear you’re in this position — especially since seven years is certainly a...
The New Fiduciary Rule (31):The DOL’s Final Fiduciary Definition Compared to the Proposal | JD Supra
JD Supra· 7 days agoThe fiduciary regulation and exemptions will be effective on September 23, 2024, although compliance with some of the conditions in the exemptions will be further delayed. Let’s look at the ...
I’m a Financial Expert: This New Rule Will Change the Retirement Advice I Can Give You
GOBankingRates via Yahoo Finance· 1 day agoA new proposal from the U.S. Department of Labor that aims to protect retirement investors could...
How Much Money in the Bank Makes You Poor?
GOBankingRates via Yahoo Finance· 1 day agoThe concept of being "poor" is often seen as a black-and-white, yes-or-no state of being. You're either poor or you're not. However, the reality is that...
Can You Retire With $500,000 In Savings And Investments?
Forbes· 16 hours agoRetirement is full of surprises, both good and bad. Your investments may be going like gangbusters...
The DOL’s Final Investment Advice Fiduciary Rule Is Here | JD Supra
JD Supra· 3 days agoIn its latest attempt in a fourteen-year old quest to update the circa-1975 definition of a fiduciary who renders “investment advice for a fee or other compensation, direct ...
Jill On Money: Progress on fiduciary
Herald & Review· 5 days agoRecently, there was progress toward requiring financial service representatives to adopt the fiduciary standard. The Department of Labor issued its...
