BD Execs: Clients Too Conservative, Putting Themselves at Risk
Panel led by Cetera CEO Larry Roth says investors are running scared, annuities are misunderstood and the industry is ready for a "Napster moment."
IRI: VA Summary Prospectus Rule From SEC May Finally Be Coming
IRI, the annuity trade group, also sees the DOL's fiduciary plan advancing in early April.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
BrightScope’s 10 Most Influential Advisors on Social Media: 2015
Want to build your social media presence? These advisors know how it's done.
Obama Signs Student Aid Bill of Rights
Obama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
LPL Adds 2 Execs to Fortigent in Reshuffle
Tim Knepp and Matthew Peterson come on board to boost the indie broker-dealer’s high-net-worth platform.
Senate Appropriations Chair Mikulski to Retire
Longest-serving woman in the Senate says she’ll spend the next two years “fighting” for constituents and plans to introduce a student loan debt bill.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
Keith Hall Named New CBO Director, Replacing Elmendorf
Keith Hall, chief economist of the International Trade Commission, will start his four-year term on April 1.
LPL Defends $9M Fortigent Restructuring
The reorganization, whose cost includes $4.5 million in severance packages, will bring "innovation and efficiency" to LPL's HNW offerings, an executive said.