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The Investment Advice Fiduciary Regulation is Here. Here’s What You Need to Know:
Federal courts have described fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA) as the “highest known to law.” On April 23, 2024, the DOL announced updates to the investment advice fiduciary regulation (formally known as the Retirement Security Rule), which brings many more financial professionals under the ERISA fiduciary umbrella. The determination of…
Read MoreCome help Vann Equity Management Support “Make the Magic – UTD”
May 4th, 2024, | 7:00 PM Camp Kesem at University of Texas at Dallas invites you to join us for our annual Make the Magic fundraising event. Date and time Saturday, May 4 · 7 – 10pm CDT Location The University of Texas at Dallas 800 West Campbell Road Richardson, TX 75080 Show map About…
Read MoreFinancial Market Insight | April 17, 2024
HIGHLIGHTS Initial Thoughts on the Iranian Strikes on Israel? Geopolitical tensions rose even further over the weekend as Iran launched several hundred missiles and drones at Israel, reflecting the biggest increase in tensions in the Middle East in decades. The immediate impact on markets would be as we would expect given rising geopolitical risks: Higher…
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