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Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for ...
U.S. Department of Labor· 6 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 ...
U.S. Department of Labor Finalizes Changes to the QPAM Exemption | JD Supra
JD Supra· 19 hours agoThe QPAM exemption is frequently relied on by investment fiduciaries, including fund managers and investment advisers, to avoid engaging in transactions ...
What the New DOL Fiduciary Rule Means for Your Clients
Morningstar· 1 day agoRetirement savers get new protections as DOL extends fiduciary standard to IRAs. Fiduciary financial advisors have reason to celebrate ...
A New DOL Rule May Change How Advisors Handle Your Retirement Money
US News & World Report· 2 days agoUnveiled on April 23, 2024, the Biden administration's Retirement Security Rule has again pitted fee-only financial advisors against insurance professionals who receive commissions ...
Unsolicited and Implied Rollovers Under the New Fiduciary Rule | PLANADVISER
PLANADVISER· 14 hours agoThe retirement security rule, finalized last week by the Department of Labor, makes one-time recommendations subject to fiduciary requirements of prudence and loyalty under ...
Fiduciary Rule 4.0 Released | JD Supra
JD Supra· 7 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 ...
5 Reasons Financial Advisors Are Turning To Bitcoin ETFs
Forbes· 21 hours agoExchange-Traded Funds (ETFs) have created a link between cryptocurrencies and traditional investment...
DOL Finalizes Investment Advice Fiduciary Rule | JD Supra
JD Supra· 3 days agoThe DOL proposed amendments (the Proposal) released in the fall of 2023 generated thousands of comments in addition to live...
Fiducient Advisors names next president
Pensions & Investments· 1 day agoMike Goss has been named president of Fiducient Advisors, the investment consultant announced in a news release April 30. Goss will retain his current role ...
Riverside to acquire Cleveland's Townsend Group from Aon
Crain's Cleveland Business· 1 day agoTownsend, founded in 1983 and based in Cleveland, is described as a provider of global real estate and real asset investment advisory services. “We are ...