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Learn More About Patrick Appello in Short Hills, NJ.
US News & World Report· 1 day agoPatrick Appello is a financial advisor in Short Hills, NJ. Find a financial advisor who specializes in the area of expertise you require. Individuals and...
Learn More About Megan Akers in Troy, MI.
US News & World Report· 1 day agoMegan Akers is a financial advisor in Troy, MI. Find a financial advisor who specializes in the area of expertise you require. An advisor
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...
DOL Releases New Fiduciary Rule, Broadens Definition of Investment Advice Under ERISA | JD Supra
JD Supra· 2 days agoOn April 23, 2024, the Department of Labor published its long-awaited final retirement security rule broadening the definition of who is an “investment advice fiduciary ...
Learn More About Kiran Ahuja in Weehawken, NJ.
US News & World Report· 1 day agoKiran Ahuja is a financial advisor in Weehawken, NJ. Find a financial advisor who specializes in the area of expertise you require. An advisor& ...
401(k) Advice Rule Puts New Fiduciaries In Litigation Crosshairs
Bloomberg Law· 10 hours agoA newly finalized rule from the US Labor Department is poised to spur a new crop of suits under federal employee benefits law over alleged fiduciary breaches by defendants ...
Callan's 2024 Defined Contribution Trends Survey: Governance and Fees Top of Mind for DC Plan...
Morningstar· 6 days agoSAN FRANCISCO, April 25, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced today the results of its 2024 Defined Contribution (DC) ...
Expect lawsuit against new DOL fiduciary rule, experts say
Pensions & Investments· 1 day agoThe department on April 23 finalized the Retirement Security Rule and related amended prohibited transaction exemptions. The biggest change concerns the definition of an investment& ...
Biden's New Retirement Security Rule: Key Protections for Savers
TheStreet.com· 5 days agoThe Department of Labor's finalized "Retirement Security Rule" expands the definition of an investment advice fiduciary to safeguard retirement accounts ...
Angeles Investments Named a Greenwich Quality Leader for Seventh Consecutive Year
Coronado Eagle & Journal· 2 days agoAngeles Investments, a multi-asset investment management firm with approximately $6.4 billion in discretionary assets and $35.7 billion in advisory ...