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planadviser.com
6 小时
ERISA Experts See Regulation Pullback as Key Theme of Trump Rule
A Trump administration and likely Republican-led Congress will create opportunities in many areas of retirement advisement, ...
planadviser.com
21 小时
SEC Inspector General Warns of More Lawsuits After Chevron
In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called on ...
planadviser.com
1 天
How Advisers Are Reacting to Trump Election Win
Financial advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook. With the ...
planadviser.com
1 天
Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
The employer-sponsored retirement plan industry will be watching for shifts in policy and focus with the return of a Donald ...
planadviser.com
2 天
Boeing Labor Contract, Including 401(k) Match Boost, Approved by Workers
Union factory workers at the Boeing Co. voted to accept a new labor contract on Monday, ending the strike that lasted more ...
planadviser.com
1 天
Clorox Wins 1st Round in 401(k) Plan Forfeiture Lawsuit
A federal judge called the plaintiff’s claims ‘impermissibly broad,’ but gave the plaintiff a chance to submit a revised ...
planadviser.com
1 天
RIA Sector Hits Record M&A Activity in October
With 39 RIA transactions recorded, the volume surpassed the previous high of 33 transactions in January 2021 and nearly ...
planadviser.com
2 天
Retirement Benefits Valued by More Workers Than Last Year
The 2024 Workplace Wellness Survey from the Employee Benefit Research Institute revealed that a greater percentage of ...
planadviser.com
2 天
CAPTRUST, Alera Group Add New Advisers
Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial ...
planadviser.com
2 天
Tag: Union Contract
The union approval ends a seven-week strike and will see workers return November 12. What are we solving for and what have we ...
planadviser.com
3 天
Setting the Record Straight on CIT Governance, Regulation
Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not ...
planadviser.com
7 天
State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
The asset manager got 533 people to ring the Nasdaq closing bell in celebration of serving everyday investors.
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