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How Has the DOL’s Fiduciary Rule Affected Plan Sponsors?
The National Law Review· 10 hours agoIs it really that bad even for plan sponsors, as we hear from the many critics of the DOL’s newest definition of a fiduciary? It may or may not be, depending in part on whether ...
What the Fiduciary Rule Means for Investment Menu Advisement | PLANADVISER
PLANADVISER· 22 hours 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 ...
Should I Fire My 1% Financial Advisor To Save on Fees?
FOX30 / CBS47 Jacksonville· 5 days agoYou still have to choose whether to manage your own investment portfolio, invest via a robo-advisor...
DOL Expands Investment Advice Subject to Fiduciary Liability | JD Supra
JD Supra· 4 days agoFollowing previous failed attempts to expand the fiduciary liability of financial services providers, the DOL released a new rule that broadens the definition of “
AI for IAs: How Artificial Intelligence Will Impact Investment Advisers | JD Supra
JD Supra· 1 day agoThe use of artificial intelligence and machine learning technology solutions ("AI") is becoming increasingly common in all industries, including the registered investment ...
The New Fiduciary Rule (30): The One-Time Recommendation Definition | JD Supra
JD Supra· 5 days agoOn April 25, 2024, the Department of Labor published its final regulation on defining fiduciary status for investment advice, and the related exemptions ...
What the New DOL Fiduciary Rule Means for Your Clients
Morningstar· 7 days agoRetirement savers get new protections as DOL extends fiduciary standard to IRAs. Fiduciary financial advisors have reason to celebrate ...
How Fixed Annuities Beat Mutual Funds in a DOL Fiduciary Rule Asset Table | ThinkAdvisor
ThinkAdvisor· 1 day agoThe answer to 10-year asset growth lies deep in the heart of Federal Reserve financial data.
Jill On Money: Progress on fiduciary
San Jose Mercury News· 20 hours agoThe Department of Labor (DOL) issued its Retirement Security Rule, updating the definition of an investment advice fiduciary under the Employee...
RICK HARBUS UNVEILS INNOVATIVE STRUCTURED NOTES STRATEGY, ACHIEVING UNPRECEDENTED GROWTH IN MANAGED...
Fontana Herald News· 4 days agoRick Harbus, a seasoned Investment Fiduciary and Partner at HBW Advisory, has introduced an innovative application of structured notes ...
