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3 Big Gaps in DOL's Case for Its New Fiduciary Regs

Early Wire
May 29, 2024 View in Browser

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Early Wire

 

Commentary

3 Big Gaps in the DOL's Case for Its New Fiduciary Regs

By Allison Bell

Even with the best data the department can find, many of the potential benefits or harms are unknowable.

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Case Study

Social Security Claiming: The Case of the Widowed Late Boomer

By John Manganaro

Carl's wife died with a substantial earnings history. When should he claim his survivor and retirement benefits?

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News

Ed Slott: Your Clients Have a Big 401(k) Rollover Problem

By Melanie Waddell

Employees leaving companies need more help understanding their options and the tax consequences, Slott tells ThinkAdvisor.

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News

Hacking Group Claims It Stole Wealthy Clients' Data From Christie's

By James Tarmy & Jake Bleiberg

The group posted the information and suggested it would publish the entire trove in early June.

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News

Former FTX Exec Sentenced to 7.5 Years in Prison

By Ava Benny-Morrison & Chris Dolmetsch

Ryan Salame is the first of of Sam Bankman-Fried’s close associates to be sentenced on criminal charges.

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Commentary

Medicare's Role In Supporting Senior Mental Health Needs

By Bethany Cissell

Does Medicare provide support for mental health services? The short answer is yes.

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Resources

Harnessing AI to Power Advisor-Client Relationships

Sponsored by: Orion

This white paper explores AI’s strengths and weaknesses and what they mean for RIAs looking to future-proof their business.

LEARN MORE

WEBCAST DATE: June 12, 2024

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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