IN THE MEDIA
DOL Proposes New Fiduciary Investment Advice Rule
In its third attempt to update a 1975 regulation defining when a financial professional is providing fiduciary investment advice to retirement investors, the Department of Labor (DOL) is proposing a new “Retirement Security” rule that would require a uniform standard of conduct for more types of fin...
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
NEWS PROVIDED BY Envestnet 06 Nov, 2023, 08:00 ET _______________________________________ New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX CHICAGO and BERWYN,...
Upcoming Release of the New Fiduciary Investment Advice Rule
The Department of Labor is on the verge of unveiling a forthcoming “Retirement Security” rule. This rule represents a fresh set of regulations aimed at clarifying the circumstances under which non-discretionary investment recommendations by advisors to retirement plans, plan participants...
NEW SURVEY PAINTS HARROWING PICTURE OF U.S. WOMEN’S ROAD TO RETIREMENT
NEW SURVEY PAINTS HARROWING PICTURE OF U.S. WOMEN’S ROAD TO RETIREMENT _______________________________________ Social Security Seen By Many as Retirement’s “White Knight” Retirement Accounts Prematurely Drained to Meet Expenses Trump, Kennedy 2024 Get Tepid Thumbs-Up from Women, But Most “Not Int...
IRALOGIX URGES CONGRESS TO PROTECT INTERESTS OF LOW-INCOME RETIREMENT SAVERS
IRALOGIX URGES CONGRESS TO PROTECT INTERESTS OF LOW-INCOME RETIREMENT SAVERS _______________________________________ Legislation is Required to Help Those Who Need it Most to Save for Retirement State-Mandated Retirement Plans Benefit Low-Income Workers, but an Even Playing Field is Required Pitts...
IRALOGIX Adds Two Senior Industry Experts to Leadership Team as It Continues to Revolutionize the IRA Landscape
IRALOGIX Welcomes Christine Skatchke as Chief Operating Officer; James Liberi Joins as Senior Director – Business Development and Strategic Partnerships Pittsburgh, PA, May 9, 2023 – IRALOGIX, a leading innovator in financial technology advancements that harnesses the power of its proprietary ...
