Second court blocks all aspects of DOL’s fiduciary rule

A stay issued on Friday adds to an order in a separate case against the Department of Labor.

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LPL dumping two branch offices with $20 billion in assets

All IBDs, not just LPL, have a love/hate relationship with OSJs, industry sources said.

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SPONSORED CONTENT 

Convergence the key for retirement planners, says Envestnet head of workplace solutions

Envestnet Head of Workplace Solutions Sean Murray sits down with InvestmentNews anchor Gregg Greenberg to discuss the role of convergence in retirement planning.

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Industrial Real Estate and the Opportunity for Value Investors

In the latest AccessAres' Private Market Insights newsletter, AWMS’ FAST Team explores why now may be the most compelling (re)entry point into the industrial real estate sector for value investors since the Great Financial Crisis.

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Advisors want to “freeze time” rather than retire

Advisors, ironically, aren't really interested in retiring but Dynasty Financial's Casey Jorgensen argues it's a fiduciary duty.

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VIDEO

Bonds still attractive but stick with high quality, says Allspring strategist

George Bory, chief investment strategist for fixed income at Allspring, offers his outlook for fixed income and fed rate cuts in the second half of 2024.

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Magnificent 7 still motors the market, says LPL strategist

Despite talk about a market rotation, the Magnificent 7 remains the market's primary mover according to LPL's Quincy Krosby.

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ED SLOTT
Best advice? Ignore the 10-year RMD rule

The IRS has stood firm on its required minimum distribution rules but following these equates to bad tax planning, says tax expert.

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Building client relationships amid boom-bust culture

We have deep roots in Bay Area and understand unique ecosystem, says Summitry CEO.

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SEC sanctions advisor for deceptive cherry-picking scheme

Advisor handed almost $1 million penalty as agency highlights a lack of policies and procedures.

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Arkadios Capital expands with major advisory team transitions

The broker-dealer has been praised for its flexible framework and client-centric approach.

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Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise

McCormick brings with him over $151 million in assets under administration.

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Almost 3 in 4 CEOs not prioritising full-time office return: survey

New research shows employers enjoying benefits of hybrid work arrangements.

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