Weekend Studying For Monetary Planners (April 27-28)

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the Division of Labor launched the ultimate model of its Retirement Safety Rule (a.ok.a. the Fiduciary Rule 2.0), which is ready to enter impact in September and (if it survives anticipated authorized challenges) would signify a … Read more

E-book: Unshackled: A Sensible Information For Extremely-Expert Immigrants To Thrive In The US

I lately wrote the Foreword for Unshackled, a brand new ebook co-authored by Soundarya Basubramani, a author from India, and Sameer Khedekar, a veteran immigration lawyer. Unshackled breaks down how authorized immigration works in America in a manner that’s pleasant, accessible, and human. It’s crammed with uncooked tales of high-skilled immigrants who walked unconventional paths … Read more

Weekend Studying For Monetary Planners (March 16-17)

Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the ultimate model of the Division of Labor’s (DoL) new “Retirement Safety Rule” has been despatched to the Workplace of Administration for overview, with the rule probably going into impact in early 2025. Whereas … Read more

Weekend studying: Is {that a} billion pound bazooka in your pocket, Scottish Mortgage?

What caught my eye this week. The UK’s largest funding belief Scottish Mortgage ​introduced​ a £1bn share buyback plan on Friday. (Disclosure: I personal some). Appropriately sufficient, it’s the most important buyback ever undertaken by a belief. Significant even set in opposition to Scottish Mortgage’s £11bn-plus market cap. Merchants appear to suppose measurement issues. Scottish … Read more