Top GOP Senators Press DOL to Extend Fiduciary Comment Period
Majority Leader Mitch McConnell and HELP Committee leader Lamar Alexander were among those sending the letter asking for a 45-day extension.
Aging in Place: Are Home Renovations Worth the Costs?
Convenience, independence and the familiarity of home are all prime reasons for renovating rather than renting or downsizing in retirement.
Do Good and Do Well: One Advisor's Way
Doubt you can improve the world? Read on.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
10 Best & Worst States for High-Income Taxpayers
Income, property and sales taxes can really add up in some states, according to the Institute on Taxation & Economic Policy and WalletHub.
SEC Panel: 2 Big Problems With Advisor Background Checks
Investors don’t check advisor and rep backgrounds, and the data itself can be problematic.
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.”
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
DOL’s Authority to Define Fiduciary Questioned
"Please explain to us how ERISA gives DOL jurisdiction over an individual’s relationship with a personal investment advisor,” said Rep. Hal Rogers, R-Ky.
DOL Has Worked ‘Very Closely’ With SEC on Fiduciary Plan: Perez
The Labor secretary told CNBC that DOL wants to create a "level playing field" for advisors that are already putting their clients' interests first.