Retirement Planning: Lifetime Income, Target Date Funds To Center Stage
Lifetime income and target date funds are taking center stage this spring, while a proposed Department of Labor regulation freshening up the term 'fiduciary' is...
Dead Horse Blues: The Financial Planning Coalition and Its Priorities
Modern technology is pretty amazing stuff, but what really blows me away is how it's changing our lives. Case in point, I just read two...
Financial Planning Coalition Reports Success and a Champion in the Senate
Despite lack of fiduciary standard in Dodd bill, group will continue to battle
Washington Watch: The Shape of Reform Begins to Sharpen
[Editor's Note: Since the April issue of Investment Advisor went to press, Senator Chris Dodd's financial services reform bill has advanced in the Senate. Visit...
Gaps, the SEC, and CPAs
Kristina Fausti of Fi360 says that Senator Herb Kohl's amendment calling for a new board to oversee all advice givers, "would create gaps by pulling...
Banking Committee Passes Financial Reform Bill on Party-Line Vote
Kohl amendment changed to GAO study on whether financial planning should be regulated
Kohl Amendment Changed to GAO Study
Manager's amendment will call for GAO to study whether financial planning should be regulated
Banking Committee Passes Financial Reform Bill
The Senate Banking Committee approved March 22 the financial services overhaul bill by a vote of 13-10 (13 Democrats and 10 Republicans).
True Colors: The Coalition for Financial Planning
Well, the CFP Board finally made its move. Last Friday, the Board-led Coalition for Financial Planning unveiled what it's named "The Financial Planners Act of...
Kohl Proposes Board to Have SEC Regulate Planners and Brokers; Dodd Ends Reform Legislation Talks
Kohl's amendment to Dodd's reform bill would lump advisors, brokers under one regulatory umbrella