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The New Fiduciary Rule (31):The DOL’s Final Fiduciary Definition Compared to the Proposal | JD Supra
JD Supra· 2 days agoOn April 25, 2024, the Department of Labor published its final regulation on defining fiduciary status for investment advice, and the related exemptions ...
Merger to create large asset management firm, led by Clayton CEO - St. Louis Business Journal
The Business Journals· 1 day agoThe deal merging Buckingham into The Colony Group is expected to close around July 1. Adam...
Learn More About Baher Abdelmalek in Jacksonville, FL.
US News & World Report· 19 hours agoBaher Abdelmalek is a financial advisor in Jacksonville, FL. Find a financial advisor who...
‘I got seriously burned’: My financial adviser took me for lunch, bought my kids gifts — and had me...
Market Watch· 3 days agoWhen I finally learned I’d been scammed, it took me a decade to pull my money out of the various...
Learn More About Rita Acosta in Seattle, WA.
US News & World Report· 22 hours agoRita Acosta is a financial advisor in Seattle, WA. Find a financial advisor who specializes in the area of expertise you require. An advisor< ...
Fee Savings From DOL Fiduciary Rule Could Top $55B: Morningstar | ThinkAdvisor
ThinkAdvisor· 3 days agoThe Labor Department released the much-anticipated final version of its new fiduciary regulations...
Ask an Advisor: We're in Our 70s With $120k in Savings. How Do We Make It Last?
SmartAsset via Yahoo Finance· 10 hours agoOur problem is that because we wanted to give our sons the best of everything […] The post Ask an ...
What the Fiduciary Rule Means for Investment Menu Advisement | PLANADVISER
PLANADVISER· 5 days agoAct. In 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 ...
Yet Another DOL Fiduciary Rule Released: Will the ‘Regular Basis’ of Prior Outcomes Follow ‘Suit’? |...
JD Supra· 2 days agoThe Department of Labor issued a final release (the “Final Release”) which (1) finalized changes to its 1975 rule defining when institutions and individuals are providing fiduciary& ...
Carnegie Investment Counsel Celebrates 50 Years of Success, Unveils Refreshed Brand
WTNH-TV New Haven· 16 hours agoCarnegie was originally founded in 1974 as part of Prescott, Ball and Turben before later evolving into an independent RIA firm, Carnegie Capital Asset Management Company, in 1991. In 2009, ...
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