Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 28, 2024

REGULATION AND COMPLIANCE

More Fiduciary Rule Critics Sue In Texas Federal Court

The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.

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MUST READS

Nine Investment Must Reads for This Week

Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. JPMorgan predicts Ethereum ETFs will start trading within the next six months. These are among the investment must reads we found this week for wealth advisors.

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PHILANTHROPY

Nine Tips for Advocacy and Policy Change-Focused Philanthropy

The available advocacy tools aren’t as fraught or complicated as they may seem, and the payoff for communities is huge.

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RETIREMENT PLANNING

America’s $38T Retirement Pool Is Nowhere Near Enough

A pension expert says millions will find they can’t afford to quit their jobs, while others may be forced out of work before their nest egg is ready.

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