Can Anyone Make Your Retirement Money Last for Life?
The race is on for a product to help prevent retirees from running out of money without the drawbacks of annuities.
Dale Brown: Architect of FSI—The 2015 IA 35 for 35
In a short 11 years, the Dale Brown-led FSI has grown in membership and budget while staying focused on IBD advocacy.
Exemptions Provide Key to Unlocking DOL Fiduciary Rules
Understanding the exemptions to the proposed DOL fiduciary rules can be as important to the advisor’s practice as the rules themselves.
DOL Extends Fiduciary Comment Period by 15 Days
With the 15-day extension, “the initial comment period will be 90 days and the department anticipates the opportunity for public comments may be more than 140 days in total,” DOL says.
Forget Fiduciary: Real Battle Coming Over Harmonization
SEC "hasn’t been doing its job for a long time," MarketCounsel CEO Brian Hamburger says, and the DOL fiduciary controversy obscures a bigger fight ahead.
Angie Herbers: Bridging the Gap—The 2015 IA 35 for 35
Angie Herbers sent a wake-up call to the profession 10 years ago, and she's been shepherding advisors through growth and change ever since.
Jobless Claims’ 4-Week Average Falls to 15-Year Low
Weekly jobless claims in the U.S. decreased by 1,000 to 264,000 in the seven days ended May 9.
Is Fiduciary Sales an Oxymoron?
DOL and SEC need to make the distinction between sales and advice clear—and stop letting anyone other than an RIA call themselves an advisor.
Top GOP Senators Press DOL to Extend Fiduciary Comment Period
Majority Leader Mitch McConnell and HELP Committee leader Lamar Alexander were among those sending the letter asking for a 45-day extension.
Sen. Hatch: SAFE Retirement Act Will Be Reintroduced
Senate Finance Chairman Orrin Hatch, R-Utah, plans to resubmit legislation to stop DOL from writing fiduciary rules for IRAs.