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About 25 results for "andrew stoltmann"

Did the DOL Gut the Fiduciary Rule, or Save It?

The Dept. of Labor's final fiduciary rule, released Wednesday, differed enough from the proposed version that the DOL felt compelled to publish a lengthy chart detailing where the two diverged. Mostly, commentators focused on changes to the ... WealthManagement.com, 3 weeks ago

New fed rule holds financial advisers to new standard [Pittsburgh Post-Gazette]

April 07--The U.S. Department of Labor on Wednesday made its long-awaited announcement on new rules and regulations for the financial services industry meant to reassure Americans saving for retirement that they will have access to advice that is in ...
 Bloomberg3 weeks ago

Bloomberg Law Brief: Retirement Advice Rules Changed (Audio)

Andrew Stoltmann, founding partner of Stoltman Law, and Anthony Sabino, a partner at Sabino and Sabino, discuss new alterations to the fiduciary rule. The revised final version of the rule was released this morning and is intended to ensure that ...
 Bloomberg3 weeks ago Bloomberg Law: Obama Changes Retirement Advice Rules (Audio)  Bloomberg3 weeks ago

Retirement Savers Get Added Protections From New Rules For Brokers

Individual investors won some but not all of what was hoped from a sweeping new rule that tightens conflict-of-interest standards for brokers. Those brokers manage trillions of dollars in retirement accounts such as 401(k)s and IRAs, creating ...
 Nasdaq3 weeks ago

Detroit Free Press Susan Tompor column [Detroit Free Press]

April 06--James Bond creator Ian Fleming would no doubt have a field day with the ginormous data leak dubbed "The Panama Papers," which involves the secret shell companies and offshore accounts of 140 politicians, public officials and celebrities ...
 Bloomberg3 weeks ago

Customers First Becomes the Law in Retirement Investing

The rules governing how financial professionals handle the trillions of dollars they invest on behalf of Americans saving for retirement are about to get a lot tougher. The government move is expected to encourage a shift of retirement funds into ...
 ACQ Magazine3 weeks ago Retiring: New Rules for Financial Advisers Put Customers First  ACQ Magazine3 weeks ago

Commissions and fees are fact of life in investment world

While the fees and commissions charged by most traditional brokers and investment advisers may seem like an insignificant amount to pay for financial advice, those tiny 2 percent charges can add up over time - swallowing a sizable chunk of what ...
 Miami Herald3 weeks ago

Advisor: Fiduciary Rule Could Hit The Industry Like ACA On Health Care

Robert Fragasso of Fragasso Financial Advisors, Pittsburgh. April 04--New rules expected as early as this week by the U.S. Department of Labor could upend the way many financial advising firms do business -- requiring changes that one Pittsburgh ...
 Insurance News Net3 weeks ago MORGAN STANLEY : Financial advising firms watching new fiduciary rule  4 Traders3 weeks ago Financial advising firms watching new fiduciary rule  Equities.com3 weeks ago

Customers worry about who will guide their portfolios

PITTSBURGH: In the wealth management world where financial advisers are responsible for handling trillions of dollars in client assets, a significant number of industry veterans are either near or beyond retirement age. That could spell trouble ...
 The Gulf Today1 month ago As financial advisers age, customers worry about who will guide their portfolios  Miami Herald1 month ago As Advisors Age, Clients Worry About Who Will Guide Them  Insurance News Net1 month ago

Online companies get physical retail as retail stalwarts shrink

PHILADELPHIA: Theyre the switch hitters of retail — players with a growing presence on the other side of the selling field. Online juggernaut Amazon.com opened its first brick-and-mortar store in November in Seattle. Around the same time, retail ...
 The Gulf Today1 month ago
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