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1. • The New Fiduciary Rule (29): The Final Rules Have Arrived | JD Supra

     JD Supra· 5 days ago

     On April 25, 2024, the Department of Labor published its final regulation on fiduciary advice, and the related exemptions, in the Federal Register. The ...

2. • 

     Angeles Investments Named a Greenwich Quality Leader for Seventh Consecutive Year

     FOX 59 Indianapolis· 5 days ago

     Angeles Investments, a multi-asset investment management firm with approximately $6.4 billion in...

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

     Morningstar· 4 days ago

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

4. • BIP Wealth Acquires The Money Advisor Group | PLANADVISER

     PLANADVISER· 4 days ago

     The Money Advisor Group, a registered investment advisory firm focusing on managing investments ...

5. • The New Fiduciary Rule (30): The One-Time Recommendation Definition | JD Supra

     JD Supra· 2 days ago

     On April 25, 2024, the Department of Labor published its final regulation on defining fiduciary status for investment advice, and the related exemptions ...

6. • DOL Amends Fiduciary Advice Definition Regulation | JD Supra

     JD Supra· 2 days ago

     On April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) issued a final regulatory package amending its fiduciary investment advice regulation ...

7. • Strategic Financial Management for Nonprofits

     Digital Journal· 5 days ago

     Fragasso Financial Advisors, a premier investment management and financial planning firm, is proud to announce its continued commitment to providing specialized ...

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

     JD Supra· 3 days ago

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

9. • 

     Stifel CEO Finds Pleasant Surprises in Final DOL Fiduciary Rule | ThinkAdvisor

     ThinkAdvisor· 5 days ago

     The department posted a draft in October 2023 and published a final version of an investment advice ...

10. • 

      Learn More About Oscar Lopez CFP in Laredo, TX.

      US News & World Report· 21 hours ago

      Oscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial Planner...