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1. • 

     Goodbye “Five-Part Test”—DOL Finalizes New Investment Advice Fiduciary Rules

     The National Law Review· 2 days ago

     On April 23, 2024, the Department of Labor (“DOL”) issued final rules which expand what it means to...

2. • 

     What is a fiduciary and why it’s important - InvestmentNews

     InvestmentNews· 2 days ago

     Foremost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law...

3. • Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for ...

     U.S. Department of Labor· 11 hours ago

     On 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 ...

4. • The DOL’s Final Fiduciary Rule Is Here. See What’s Inside!

     Forbes· 1 day ago

     This landmark rule aims to safeguard the interests of retirement savers by redefining the investment advice fiduciary under the Employee Retirement Income ...

5. • 

     How will the new ‘fiduciary’ requirement for retirement planners affect you?

     Consumer Affairs· 4 hours ago

     fiduciary standards, consumers’ relationship with these professionals will change. Stephen Kates,...

6. • 

     DOL's new fiduciary rule is out

     InvestmentNews· 3 days ago

     The Department of Labor’s new fiduciary rule today is out, an overhaul of a 1975 regulation that the insurance industry has fought tooth and nail, as it...

7. • Fiduciary Rule 4.0 Released | JD Supra

     JD Supra· 1 day ago

     On April 23, the U.S. Department of Labor (DOL) published the “Retirement Security Rule: Definition of an Investment Advice Fiduciary,” which makes changes ...

8. • DOL Issues Final Retirement Security Rule | PLANADVISER

     PLANADVISER· 3 days ago

     The Biden Administration and DOL’s Employee Benefits Security Administration announced that the rule will go into effect to update the definition of an investment advice & ...

9. • 

     Learn More About Gabriella Aguilar in Sherman, TX.

     US News & World Report· 11 hours ago

     Gabriella Aguilar is a financial advisor in Sherman, TX. Find a financial advisor who specializes in the area of expertise you require. An advisor ...

10. • Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor

      ThinkAdvisor· 20 hours ago

      Seth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation ...