The Department had filed notices of appeal in the fall of 2024 in two federal court rulings that had stayed the implementation of the expanded fiduciary rule.
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What Is a Discretionary Account and How Does It Work?A discretionary account allows a financial advisor or portfolio manager to make investment decisions for the account holder.
On January 14, 2025, the DOL issued Field Assistance Bulletin (FAB) 2025-01, providing sponsors and administrators of ongoing defined ...
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