Financial

Latest developments in European Shopper Regulation: Monetary companies concluded at a distance in digital age – Go Well being Professional

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

Weekend Studying For Monetary Planners (Could 11-12) – Go Well being Professional

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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) may save retirement plan individuals $55 billion over the subsequent 10 years (as a result of an … Read more

Weekend Studying For Monetary Planners (March 9-10) – Cyber Information

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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 RIA purchasers of an insurance coverage dealer offering Errors & Omissions (E&O) protection noticed a 213% improve in claims paid in 2023, attributed to vital jumps in suitability claims (doubtless stemming from the 2022 … Read more