Sep 26, 2023 View in browser   By Jordan Wolman and Declan Harty… Read More

August 28, 2023 – The future of aviation may see continued technological and operational advancements, innovative solutions to enhance the customers’ experiences, customizable… Read More

Following the repeal of his administration’s ESG rule by Congress, President Biden is now faced with the possibility of issuing his first ever veto in order to defend his administratio… Read More

The next is customized from Freedom Street. Each working individual understands the significance of balancing work, life, and household. Non-working individuals (like your youngsters) do… Read More

The U.S. Department of Labor’s (DOL) fiduciary rule was laid to rest June 21 when the U.S. Court of Appeals for the 5th Circuit issued a final mandate to vacate the regulation aimed at… Read More

The fiduciary duty rule crafted by the Obama administration’s Department of Labor (DOL) will become applicable June 9, as the regulatory agency continues to review it for possible chan… Read More

While certain requirements of the U.S. Department of Labor's Fiduciary Rule were recently delayed, the rule's expanded definition of a fiduciary and the standards to which such fiduciaries a… Read More

Insights Powered by Cogent Reports™      A Shift Toward Level Compensation for Commission Products Is Likely to Shape the Future Product LandscapeWhile the regulators in… Read More

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Finding that the DOL exceeded its authority, the Fifth Circuit strikes down the DOL’s fiduciary rule. Document Excerpt The district court rejected all of these challenges. Finding meri… Read More

A conversation with Anders Jones, CEO and Co-Founder, Facet Wealth If there’s one thing that the pandemic taught us it’s this: Many clients are OK with not having face-to-face in… Read More

A US Department of Labor proposal to discourage retirement plans from making investments based on environmental, social and governance (ESG) considerations will speed up interest in ESG inve… Read More

The DOL releases its final conflict of interest, fiduciary regulations under ERISA Section 3(21). Document Excerpt SUMMARY: This document contains a final regulation defining who is a &ldquo… Read More