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.
LPL Schools Hybrid RIAs on Rollovers
The IBD just clarified its “education-only” policy tied to advisory accounts.
Six reasons Gen X lags in saving, planning for retirement
The uneasy financial situation that Gen Xers and millennials currently face is vastly different from what their baby boomer parents experienced at the same point of their lives.
Debunking Dave Ramsey's column advice is just too easy
Dear Dave Ramsey: Please learn the difference between investment advisors and financial advisors.
Maximize tax savings, minimize filing stress [with infographic]
According to a recent survey, 53 percent of Americans are not confident in their ability to accurately file their taxes without assistance.
IRA assets move out from under the mattress
EBRI shows how retirement savers have reallocated assets since the end of the Great Recession.
Make IRS.gov your friend
To be the best insurance and financial professional possible, you need access to accurate and dependable information.
2 good reasons to move IRA funds to permanent life insurance
The ideal time to transition funds from an IRA to permanent life insurance is in a client’s 60s.
BofA Wealth Profits Jump 10%: Q3 Earnings
The unit is set to have a new leader in 2017, when it will no longer offer commission-based retirement accounts.
DOL fiduciary rule forces Merrill to drop commission IRAs
The firm explains its strategy for using the BIC exemption after April 2017 when the DOL's fiduciary rule takes effect.