Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit All
Fee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
Vanguard, TD Ameritrade Cheer DOL’s Move to Delay Rule
The CFP Board, however, says the delay is unnecessary.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.
New DOL Rule Changes the Way Annuity Salespeople Do Business
Feeling lost when you try to read fiduciary rule articles? Here's a look at the basics.
How the Fiduciary Rule Will Squeeze Your Shelf
Two insurance industry veterans say you can get through this.
Secretary Acosta, Candor and the DOL Rule
Labor Secretary Alexander Acosta’s Wall Street Journal op-ed last week on the DOL fiduciary rule is a public service.
Income Riders Offer Post-Fiduciary Rule Save for Annuities
Many advisors may find themselves offering fixed annuities so as not to trigger the fiduciary rule, but new income riders may change the game.
Texas judge denies emergency request to block DOL fiduciary rule
Plaintiffs failed to satisfy four factors required to obtain an injunction pending appeal.
DOL proposes 60-day fiduciary rule delay
The Department of Labor has released a proposed rule to extend for 60 days the applicability date of its legislated fiduciary standard.
Groups Appeal DOL Fiduciary Case in Texas
Five national co-plaintiffs and four groups in Lone Star State file to appeal Judge Lynn's decision to uphold the fiduciary rule.