What to Tell Clients Tempted by 'Davey Day Trader'
By Don CalcagniInvesting seems fun when the markets rally, but we all know that stocks don't go up all the time and that "free trading" is really not free.
July 30, 2020
How to Pick the Best Client Portal and Get Clients to Use ItRemote work and meetings are key to your business today; a robust portal can help you fill gaps in advisor-client communications.
July 29, 2020
DOL Abandons Its Statutory Mission to Protect Retirement SaversIn deferring to the weak and ineffective SEC standard, the Labor Department is setting aside its much stronger mandate.
July 29, 2020
Let's Emancipate the HSAThe author wonders why HSAs have to come with coverage with a high deductible.
July 28, 2020
Pension Offers vs. Lump Sum DistributionsA question about what to do about severance may be the start of a much longer conversation.
July 28, 2020
DOL Proposal Puts Americans' Retirement Savings at RiskThe Labor Department's proposed rule would revive a definition of "fiduciary" that is rife with loopholes.
July 27, 2020
Lending Clients a (Virtual) Helping HandA new benefits year is just five months away.
July 27, 2020
DOL Proposal Puts Workers First for Retirement Investment AdviceOur proposed exemption strengthens protections for retirement savers while avoiding the problems of the vacated Obama-era fiduciary rule.
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