Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that amidst rising cybersecurity threats focused on the finance trade, the SEC adopted last amendments to Regulation S-P that may require SEC-registered RIAs and different monetary corporations to develop, implement, and preserve written insurance policies … Read more
Benefit from the present installment of “Weekend Studying For Monetary Planners”– this week’s version kicks off with the information {that a} current evaluation from Morningstar means that the Division of Labor’s (DoL’s) new Retirement Safety Rule (aka Fiduciary Rule 2.0) might save retirement plan contributors $55 billion over the subsequent 10 years (as a result of an … Read more
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the Division of Labor launched the ultimate model of its Retirement Safety Rule (a.ok.a. the Fiduciary Rule 2.0), which is ready to enter impact in September and (if it survives anticipated authorized challenges) would signify a … Read more
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the ultimate model of the Division of Labor’s (DoL) new “Retirement Safety Rule” has been despatched to the Workplace of Administration for overview, with the rule probably going into impact in early 2025. Whereas … Read more