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Strategic Financial Management for Nonprofits
Digital Journal· 15 hours agoFragasso Financial Advisors, a premier investment management and financial planning firm, is proud to announce its continued commitment to providing specialized ...
DOL Finalizes Investment Advice Fiduciary Rule | JD Supra
JD Supra· 1 day agoThe DOL proposed amendments (the Proposal) released in the fall of 2023 generated thousands of comments in addition to live...
Goodbye “Five-Part Test”—DOL Finalizes New Investment Advice Fiduciary Rules
The National Law Review· 6 days agoOn April 23, 2024, the Department of Labor (“DOL”) issued final rules which expand what it means to...
Fiduciary Rule 4.0 Released | JD Supra
JD Supra· 5 days agoOn April 23, the U.S. Department of Labor (DOL) published the “Retirement Security Rule: Definition of an Investment Advice Fiduciary,” which makes changes ...
The DOL’s Final Fiduciary Rule Is Here. See What’s Inside!
Forbes· 5 days agoThis landmark rule aims to safeguard the interests of retirement savers by redefining the investment advice fiduciary under the Employee Retirement Income ...
Diversify Advisor Network Launches Retirement Plan Advisory Services
FOX 23 News Albany· 59 minutes agoDiversify Advisor Network ("Diversify"), the advisor-founded and advisor-led wealth management firm,...
The New Fiduciary Rule (29): The Final Rules Have Arrived | JD Supra
JD Supra· 1 day 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 ...
Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for ...
U.S. Department of Labor· 4 days agoOn April 23, 2024, the U.S. Department of Labor released the Retirement Security Rule defining who is an investment advice fiduciary for purposes of the ...
What is a fiduciary and why it’s important - InvestmentNews
InvestmentNews· 6 days agoForemost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law...
Department of Labor’s latest fiduciary rule could save investors $5 billion a year, but is it in...
Market Watch· 7 days agoAdvisers will have to provide “prudent, loyal, honest advice free from overcharges” and avoid...
