New RIA Succession Planning Platform Targets DFA Fans

Published on August 27, 2024

The firm's founders include two Dimensional veterans and the former president of its first partner firm.

Continue reading on website
Other news

BNY to Pay $5M Over Swaps Reporting

August 26, 2024
The firm failed to properly report millions of swaps transactions and supervise a unit that deals them, CFTC says.      Related Stories3 Florida Men Plead Guilty in Tax Fraud Scheme - EnclosureGoldman's Rubner Sees New S&P High This Week - EnclosureBroker Who Defrauded Gold Star Families Gets 12 Years in Prison - Enclosure

New Bill Sets 3-Year Time Limit on Social Security Clawbacks

August 27, 2024
The Protecting Americans from Social Security Clawbacks Act limits the SSA's timeline for recovering benefit overpayments.      Related StoriesNew RIA Succession Planning Platform Targets DFA Fans - EnclosureBNY to Pay $5M Over Swaps Reporting - Enclosure3 Florida Men Plead Guilty in Tax Fraud Scheme - Enclosure