"The Number" was published early this year with a huge marketing budget as well as stellar reviews from the Wall Street Journal and New York Times. The book, written by former Esquire editor Lee Eisenberg, focuses on our latest and greatest taboo: the financial needs of retirement. Yet, given all the professional accolades, judging by the reader feedback on Amazon, for every reader who has enjoyed the book, there are four or five others who think the money spent on it should have gone directly into a retirement plan instead.
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Part II in a series of articles on working with ultra-high-net-worth clients from IMCA's Investments & Wealth Monitor takes a look at the biggest trends...
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Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...