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1. • 

     Do I Need a Retirement Accumulation Plan?

     SmartAsset via Yahoo Finance· 1 day ago

     The accumulation phase is the period in your working life when you’re saving money for retirement. It starts from your first paycheck and continues until...

2. • 

     Ask an Advisor: My Advisor Wants Me to Put 50% of My Money in Annuities. Is That Too Much?

     SmartAsset via Yahoo Finance· 2 days ago

     My advisor is recommending putting over 50% of my portfolio in annuities. What say you? – Georgia As...

3. • April 2021 Investment Management Legal and Regulatory Update

     The National Law Review· 4 days ago

     In its release, the Division noted that it completed over 2,952 examinations in 2020 and issued more than 2,000 deficiency letters. Approximately 15% of all registered investment< ...

4. • 

     Wall Street Loves This 8.3% Dividend Stock and So Will Passive Income Investors

     247wallst.com· 7 hours ago

     Casual investors often rely on what they hear is popular on Wall Street to choose their own ...

5. • Risk analytics software: should your RIA firm have one? - InvestmentNews

     InvestmentNews· 7 hours ago

     Risk analytics software and the finance industry’s need for it came up during the rise of Big Data. This brought about enhanced computing and advanced analytics capabilities, so financial firms ...

6. • 

     The best 401(k) providers April 2024

     CNN.com· 2 days ago

     Explore our guide to find the best 401(k) providers for securing your financial future. Compare features, fees and performance to maximize your...

7. • 

     OMB draws flak on DOL fiduciary rule decision - InvestmentNews

     InvestmentNews· 6 days ago

     The Department of Labor’s latest attempt to impose a fiduciary rule on retirement transactions has...

8. • Massachusetts Securities Division Expands Jurisdiction to Non-Securities

     The National Law Review· 6 days ago

     Summit is not a broker-dealer or investment advisor licensed by the MSD.[2] Further, Skinner is not a registered representative. Interestingly, the products ...

9. • DOL Issues Final Amendment to the QPAM Exemption | JD Supra

     JD Supra· 7 days ago

     The QPAM Exemption is a broad-based class exemption relied upon by many registered investment advisors (QPAMs) who manage the assets of pension plans and ...

10. • Chelsea Hilliard

      The National Law Review· 2 days ago

      Chelsea is a devoted and driven litigator who obtains results with strategic thinking and intense work ethic. As a problem solver that always has her client’s best interests in mind, Chelsea ...