Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
Fiduciary v. Suitability at Supreme Court, DOL
Obama’s decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
5 Tips for Saving for College in 2015
While college costs seem to rise inexorably, there are ways for parents and grandparents to pay for a child's tuition without breaking the savings bank.
The WSJ’s Public Service on Fiduciary Standard: Lifting the Veil
The five arguments made by Journal editors that they got partly wrong, wrong and confused and just plain wrong.
11 Reasons Why Putting Brokerage Clients’ Interests First Is a Bad Idea
The reasons raised by the brokerage industry against DOL’s fiduciary proposal are good, but out of the goodness of my heart, I offer some more.
Retirement Planning and Obama’s 2016 Budget
While backers say the budget will make it easier to save for retirement, experts have mixed opinions on its potential effects on seniors.
Fiduciaries to Pay $39M for Raiding Death Benefit Plans; Outcry Over DOL Rule Continues
A federal court entered a $39.8 million judgment in favor of workers who participated in more than 400 death benefit plans.
New Hire Roundup: PIMCO Names Fels Managing Director, Adds CIO
Meanwhile, New York Life says it will hire 3,600 reps this year.
5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.