Fed Governor Stein Resigns to Return to Teaching at Harvard
Jeremy Stein is a known as a thought leader on the linkage between monetary policy and financial stability.
White House Budget May Curb Social Security Maximization Strategies
President Obama’s proposed budget features a controversial measure that may curb the use of delayed collections, spousal piggybacking and other tactics to maximize benefits.
Oil Makes Countries Go Nuts: How to Prevent More Crimeas
Since the big oil exporters have traditionally been troubled countries, is now finally the time to focus on alternative energy sources?
SEC Gets 26% Funding Boost Under Obama’s 2015 Budget
Chief White praised the plan, but IAA's David Tittsworth said coming midterm election make the budget “even more irrelevant than in most other years.”
SEC’s White: Fiduciary Rule’s Fate to Be Decided This Year
The agency this year will make “a threshold decision on whether to proceed” with a uniform fiduciary standard, SEC Chairwoman Mary Jo White said.
After MyRA Unveiling, Obama Still Gets Mixed Reviews on Retirement
Attempt to widen retirement account access gets praise, but Obama draws fire for saying savings incentives in the tax code neglect the middle class.
Obama Offering Retirement Savings Plan for Workers
President Barack Obama offered more Americans the chance to save for retirement through payroll deductions with a plan for new government-sponsored savings accounts.
Harold and Fiduciary
We knew Harold Evensky has been a proponent of the fiduciary standard for advice givers for some time and that he was a leading light of the Institute for the Fiduciary Standard. So we asked the Institute’s co-founder, Knut Rostad, to comment on Evensky’s contributions.—Ed.
More Advisor Exams? Not Under This SEC Budget, Advocates Say
CFP Board, CFA and others say the SEC's pledge to examine more advisors will be tough to fulfill with only a $29 million increase.
IRS Scandals Fueled by Lack of Funds, Taxpayer Advocate Says
In her annual report to Congress, Nina Olson calls for a taxpayer bill of rights that she says might have prevented the political targeting scandal.