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DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024

Nerd's Eye View

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

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Enterprise Security Returns To Top Of B2B Investment Mountain

PYMNTS

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. But Software-as-a-Service emerged as a hot spot, too, with the largest investment round of the week going to a B2B eCommerce SaaS provider.

B2B 75
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Young B2B FinTechs Secure Their Seed Rounds

PYMNTS

While 2021 has kicked off with a bang in the venture capital arena — with several high-value investments on the books — this week's B2B VC roundup is all about the seed rounds. Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management.

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Retail Business – 3 Financial & Operational Factors

VCFO

Navigating a New Era of Retail – Three Financial and Operational Factors The market and operating environments of retail businesses have undergone dramatic transformations since the turn of the millennium; transformations that accelerated significantly more with the outset of the COVID pandemic.

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FRP secures £5.6m refinancing for Rigby Commercial

Accountancy Today

FRP’s Debt Advisory team has helped Rigby Commercial, the property arm of Blackpool-headquartered The Rigby Organisation (Rigby), secure a new £5.6m The deal was led by its Debt Advisory team, which had been briefed to help Rigby secure a new long-term funding partner following a short-term bridge lending agreement. finance package.

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Retail 2021: The Five Things Retailers Should Be Talking About At NRF This Week

PYMNTS

Every year for the last 110 years , members of the retail trade group, known as the National Retail Federation (NRF), have assembled to discuss the slate of issues pertinent to its members. This same research suggests that more than 75 percent of all digital shifters say they plan to keep some or all of their digital habits.

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Zopa Secures UK Banking License

PYMNTS

Now, in addition to car and personal loans on behalf of retail and institutional investors, Zopa will introduce savings accounts this week, to be followed by the addition of credit cards later this year. investment vehicle, Silverstripe. He said this recent development is “a good validation of our strategy.”. based fund, and its U.K.

Banking 86