Financial

Current developments in European Shopper Legislation: Monetary companies concluded at a distance in digital age Malik Atif

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In 2023, European lawmakers had been busy bettering the safety of customers in monetary companies. Along with the brand new Directive 2023/2225 on client credit score (on which we reported right here), the regime distance advertising and marketing of monetary service was additionally revamped. The brand new Directive 2023/2673 on monetary companies contracts concluded at … Read more

Morningstar, Inc. Studies First-Quarter 2024 Monetary Outcomes

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CHICAGO–(BUSINESS WIRE)– Morningstar, Inc. (Nasdaq: MORN), a number one supplier of impartial funding insights, posted stable first-quarter income development, pushed by power throughout its enterprise. “Morningstar celebrates its fortieth anniversary subsequent month,” stated Kunal Kapoor, Morningstar\’s chief government officer. “We’re pleased with the distinction we’ve made on behalf of traders, the long-term returns we have … Read more

Weekend Studying For Monetary Planners (April 27-28)

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Benefit from the present installment of \”Weekend Studying For Monetary Planners\” – this week\’s version kicks off with the information that the Division of Labor launched the ultimate model of its Retirement Safety Rule (a.ok.a. the Fiduciary Rule 2.0), which is ready to enter impact in September and (if it survives anticipated authorized challenges) would signify a … Read more

Weekend Studying For Monetary Planners (March 16-17)

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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the ultimate model of the Division of Labor’s (DoL) new “Retirement Safety Rule” has been despatched to the Workplace of Administration for overview, with the rule probably going into impact in early 2025. Whereas … Read more

Weekend Studying For Monetary Planners (Could 11-12) Malik Atif

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Benefit from the present installment of \”Weekend Studying For Monetary Planners\”– this week\’s version kicks off with the information {that a} current evaluation from Morningstar means that the Division of Labor\’s (DoL\’s) new Retirement Safety Rule (aka Fiduciary Rule 2.0) might save retirement plan contributors $55 billion over the subsequent 10 years (as a result of an … Read more