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Final Fiduciary Rule – Part 1: New Definition of Investment Advice Fiduciary | JD Supra
JD Supra· 2 days agoThe plaintiffs allege that the DOL exceeded its authority under ERISA, the Internal Revenue Code (Code) and the Administrative Procedures Act. This eAlert reviews the new definition ...
My mom is 92 and we invested $200K at a credit union. I told them we could tie it up for 1 year,...
Market Watch· 3 days agoAnswer: We’re sorry to hear you’re in this position — especially since seven years is certainly a...
How Much Money in the Bank Makes You Poor?
GOBankingRates via Yahoo Finance· 3 days agoThe concept of being "poor" is often seen as a black-and-white, yes-or-no state of being. You're either poor or you're not. However, the reality is that...
Five Things on the Department of Labor’s Radar for Employee Benefit Plans
The National Law Review· 5 hours agoAll qualified retirement plans are subject to a myriad of requirements of the Employee Retirement...
I’m a Financial Expert: This New Rule Will Change the Retirement Advice I Can Give You
GoBankingRates via AOL· 3 days agoA new proposal from the U.S. Department of Labor that aims to protect retirement investors could...
Jill On Money: Progress on fiduciary
Herald & Review· 6 days agoRecently, there was progress toward requiring financial service representatives to adopt the fiduciary standard. The Department of Labor issued its...
The DOL’s Final Investment Advice Fiduciary Rule Is Here | JD Supra
JD Supra· 4 days agoIn its latest attempt in a fourteen-year old quest to update the circa-1975 definition of a fiduciary who renders “investment advice for a fee or other compensation, direct ...
DOL's Retirement Security Rule Imposes New Fiduciary Standards on Financial Services, Insurance...
Law.com· 6 days agoThe investment landscape has changed over time, and the U.S. Department of Labor (DOL) is intent on...
Home Insurance Rates Are Rising — See Where Your State Ranks
AOL· 3 days agoIf you own a home, you have a homeowners insurance policy to go with it. Your insurance policy...
Can You Retire With $500,000 In Savings And Investments?
Forbes· 2 days agoRetirement is full of surprises, both good and bad. Your investments may be going like gangbusters...