How Fiduciary Rule Will Change Advisor Business: AIG Advisor Group Panel
FSI's Dale Brown joined other experts at the ConnectED conference in San Antonio to address the practicalities of DOL's fiduciary rule.
Over Half of House Democrats Call for Changes in DOL Fiduciary Plan
A comment letter signed by 96 House Democrats asks for a less prescriptive approach to fiduciary regulation.
The GOP’s Economy Problem, and How to Fix It in 2016
Republican presidential candidates can blunt Democrats' advantage on economic issues, but it will require them to go against every economic and political instinct they have.
Marv Tuttle: FPA’s Guiding Light—The 2015 IA 35 for 35
Marv Tuttle reared the Financial Planning Association through its childhood and adolescence—and its seminal lawsuit against the SEC.
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.
Janet Tavakoli: Sequel to Wall Street Horror Show Is Coming
Janet Tavakoli talks to ThinkAdvisor about three banker suicides, why another global meltdown is coming and how JPMorgan CEO Jamie Dimon holds onto power.
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.