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DOL Files to Pause Appeal of Fiduciary Rule
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.
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Missing Participants – New State Unclaimed Property Fund Option for Small Balances
On January 14, 2025, the DOL issued Field Assistance Bulletin (FAB) 2025-01, providing sponsors and administrators of ongoing defined ...
How Does Trump’s Labor Secretary Nominee Stand on the Fiduciary Rule? The Answer Will Affect Retirees.
At this week’s senate hearing, President Trump’s Labor secretary nominee should clarify whether she’ll stand with the ...
Should Investors Have Multiple Brokerage Accounts?
Whether or not to have multiple brokerage accounts can be largely based on your financial goals. "If the goal is to grow, ...
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What Are Joint Bank Accounts and How Do They Work?
A joint bank account lets multiple people manage shared finances, but it also means equal access to funds. Learn how they ...