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Retirement Industry People Moves – 5/17/24 | PLANADVISER
PLANADVISER· 6 hours agoMercer Global Advisors Inc., a registered investment adviser firm, announced that Martine Lellis, currently the chief talent officer at Mercer, will transition ...
SEC Charges Investment Adviser with Pay-to-Play Violation, Bringing Political Contributions into...
JD Supra· 2 days agoThe SEC recently charged an investment adviser for violating Rule 206(4)-5 under the Advisers Act, known as the “Pay-to-Play Rule” (Rule).1 In settling the charges, the adviser ...
FinCEN (and SEC) Propose New Customer Identification Program Rule With Minimal Expected Impact on...
JD Supra· 21 hours agoSimilar to the AML/CFT program rule, the Proposed Rule would cover both SEC-registered investment advisers and exempt reporting advisers and apply equally to both U.S. and ...
Vanguard vs. Fidelity vs. Schwab: Breaking Down the Numbers
SmartAsset via AOL· 5 days agoCommon Google searches related to the topic reveal a desperate search for direction. “Fiduciary...
Mercer Moves Chief Talent Officer to M&A Role
WealthManagement.com· 3 days agoMercer Global Advisors, one of the largest and fastest-growing registered investment advisors in the nation with over $60 billion in ...
Investor Alert: CIRO Impersonators using luca.support@protonmail.com
Benzinga· 13 hours agoThe Canadian Investment Regulatory Organization (CIRO) is warning Canadian investors not to be fooled by fraudsters impersonating CIRO to launch investment
Prediction: Ethereum Will Reach $5,000 by the End of 2025
The Motley Fool via AOL· 5 days agoShould you invest $1,000 in Ethereum right now? Before you buy stock in Ethereum, consider this: The...
CalSTRS Deputy CIO Scott Chan promoted to CIO
Pensions & Investments· 3 days agoAilman plans to stay on as an adviser to CalSTRS through the end of the year to ease the transition, he told Pensions & Investments in a recent interview. “Scott has a unique ...
Baidu, Inc. (NASDAQ:BIDU) Shares Sold by Dimensional Fund Advisors LP
ETF DAILY NEWS· 20 hours agoDimensional Fund Advisors LP lowered its holdings in Baidu, Inc. (NASDAQ:BIDU – Free Report) by 5.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,404,005 ...
A 100-year-old Georgia man shares how he still has $1 million saved with a salary that never went...
Moneywise via AOL· 16 hours agoThis will help facilitate your search for the ideal home insurance so you can score some solid...