Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} Federal district court docket in Texas has put a keep on the efficient date of the Division of Labor’s (DoL’s) new Retirement Safety Rule (aka “Fiduciary Rule 2.0”), which had been scheduled to … Read more
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that Charles Schwab’s newest RIA benchmarking examine reveals that corporations noticed important AUM progress in 2023, thanks partly to sturdy fairness market efficiency, but additionally due to natural progress initiatives that introduced in further belongings … Read more
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that Charles Schwab and different brokerage platforms are planning to extend the rates of interest they pay on shopper money held of their platform or money sweep packages, which might increase the revenue of purchasers … Read more
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that at a time when worker retention has heightened significance for advisory corporations given the continued competitors for advisor expertise, current research point out that components comparable to agency tradition and management, in addition to … 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 U.S. Supreme Courtroom resolution shifting authority to interpret legal guidelines handed by Congress from Federal companies to the judicial system might have vital impacts on regulation of the monetary recommendation trade, together … Read more
