Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’
The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
Joel Bruckenstein: DOL Rule Is Coming; Time for a Tech Update
The advisor tech guru talks to ThinkAdvisor about what the DOL rule means for advisors, technologically speaking.
What the Future of Social Security Looks Like: Bill Reichenstein
Reichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
Single Premium Whole Life Gives Estate Planning an Edge
For the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
CANNEX Brings Greater Transparency to Annuity Market: Top Portfolio Products
In other product news, Invesco and iShares expand their ETF lineups.
Betterment Signs Up 300-Plus Retirement Plan Clients in 2016
Benefiting from the DOL rule, Betterment for Business is reaching out to midsize firms in high tech and other emerging fields.
Star LPL Rep Charged With Annuities Fraud; Targeted Elderly
A client in her 80s with dementia and limited funds was sold an annuity with a seven-year surrender policy, Massachusetts regulators say.
Ameriprise Adds 10 Reps as Raymond James Brings in $780M Advisors: Recruiting Roundup
Both firms attract financial advisors from Wells Fargo and other wirehouses.
Senator Tells DOL to Stop Implementing Fiduciary Rule as It Will Be 'Undone'
Meanwhile, a new report says advisors plan to abandon "mass-market" clients because of the DOL rule.
Top DC Plan Providers Recommended by Advisors: Cogent
Here are the highest ranked providers on ease of doing business and value for the money, according to Cogent Reports.