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.
GOP Reps Demand Proof DOL Didn’t Go It Alone on Fiduciary
Lawmakers tell Secretary Perez to hand over SEC correspondence, but advocates say Congress’ efforts to stall the fiduciary redraft are futile.
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.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
Is Out of State Retirement Right for Your Clients?
Your clients may have most of their ducks in a row – retirement accounts, life and health insurance, Social Security and asset draw-down strategies – but have they decided for sure they'll be staying in place?
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
New Hire Roundup: Securities America Promotes 7
Meanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.