Proposed DOL Standard Would Greatly Expand Fiduciary Reach
By Robert Bloink | William H. ByrnesThe new rule would make major changes to the five-part test for fiduciary status.
November 08, 2023
Nebraska Fines Bright Health $1MOfficials said that the failed insurer "was uncooperative and dismissive of regulators' questions" during an exam.
November 08, 2023
Hightower Acquires $2.5B RIAThe wealth management firm adds Resource Consulting Group, a fee-only concern based in Orlando, Florida.
November 08, 2023
Gundlach: Recession Will Crush 'Magnificent 7' Stocks in 2024"I would get out of them," Gundlach said, discussing what stock investors should buy instead.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
November 08, 2023
CD Issuers Will Keep Struggling to Match Annuity Rates: David LauDPL Financial Partners' CEO predicts that the nature of banks' assets will limit their ability to increase rates.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.