Treasury Delays AML Rule for Advisors to Conduct 'Broad Review'

Published on July 21, 2025

FinCEN also intends to revisit the proposed customer identification requirements for advisors.

       
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New Bill Aims to Give Retirement Plans to 56 Million Workers

July 21, 2025
Sen. Bernie Sanders' Pensions for All Act would provide coverage to those without employer-sponsored retirement plans.       Related StoriesWhat If Life Insurance Applicants Know They Have Harmful Genes?Rockefeller Recruits $2B UBS Team in New YorkRIA Deals Set a First-Half Record: DeVoe

The SEC's Fiduciary Interpretation and Life Settlements

July 21, 2025
The authors suggest that the best interest standard applies to clients' in-force life insurance policies.