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1. • Unsolicited and Implied Rollovers Under the New Fiduciary Rule | PLANADVISER

     PLANADVISER· 12 hours ago

     The retirement security rule, finalized last week by the Department of Labor, makes one-time recommendations subject to fiduciary requirements of prudence and loyalty under ...

2. • U.S. Department of Labor Finalizes Changes to the QPAM Exemption | JD Supra

     JD Supra· 18 hours ago

     The QPAM exemption is frequently relied on by investment fiduciaries, including fund managers and investment advisers, to avoid engaging in transactions ...

3. • Fiduciary Rule 4.0 Released | JD Supra

     JD Supra· 7 days 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 ...

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

     U.S. Department of Labor· 6 days 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 ...

5. • Riverside to acquire Cleveland's Townsend Group from Aon

     Crain's Cleveland Business· 1 day ago

     Townsend, founded in 1983 and based in Cleveland, is described as a provider of global real estate and real asset investment advisory services. “We are ...

6. • What the New DOL Fiduciary Rule Means for Your Clients

     Morningstar· 1 day ago

     Retirement savers get new protections as DOL extends fiduciary standard to IRAs. Fiduciary financial advisors have reason to celebrate ...

7. • A New DOL Rule May Change How Advisors Handle Your Retirement Money

     US News & World Report· 2 days ago

     Unveiled on April 23, 2024, the Biden administration's Retirement Security Rule has again pitted fee-only financial advisors against insurance professionals who receive commissions ...

8. • Fiducient Advisors names next president

     Pensions & Investments· 1 day ago

     Mike Goss has been named president of Fiducient Advisors, the investment consultant announced in a news release April 30. Goss will retain his current role ...

9. • 

     5 Reasons Financial Advisors Are Turning To Bitcoin ETFs

     Forbes· 20 hours ago

     Exchange-Traded Funds (ETFs) have created a link between cryptocurrencies and traditional investment...

10. • DOL Finalizes Investment Advice Fiduciary Rule | JD Supra

      JD Supra· 3 days ago

      The DOL proposed amendments (the Proposal) released in the fall of 2023 generated thousands of comments in addition to live...