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Monthly Archives: July 2017

Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement

Posted July 31, 2017

$1.95 billion in assets under advisement ranks in Top 20; only Florida firm recognized   FT. LAUDERDALE, FL, July 31, 2017 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on Accounting Today’s annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms […]

Department of Labor Rolls out Fiduciary Rules to Protect Retirement Savers by Eric P. Zeitlin

Posted July 20, 2017

After much delay, the Department of Labor fiduciary rule finally went into effect on June 9, 2017, providing consumers with enhanced protections when receiving retirement saving advice from financial advisors and investment brokers who manage consumers’ 401(k)s, IRAs, pension plans and other retirement assets.   The Fiduciary Duty Rule, which will continue to roll out […]