Seniors Still at Greatest Risk for Fraud
By Michael RothmanLocal securities cops on the beat fighting financial fraud have confirmed that financial exploitation against seniors remains a top problem.
August 24, 2017
Investment Salespeople Are UnderratedFinancial sales professionals are crucial to the economy, but the DOL fiduciary rule ignores their existence, Lou Harvey of Dalbar writes.
August 24, 2017
How Wall Street Gets Rich Off SaversA recent study on investment consultants to retirement plans should give the industry pause.
August 24, 2017
Fiduciary Rule Is Squashing Annuity Surrender ChargesThe new fiduciary rule has had a big impact on the market for financial products and some buyers of annuity products may benefit.
August 24, 2017
4 Reasons to Look, Hard, at Vision CoverageNow that the eclipse is over, it's time to think about why workers need eye care benefits.
August 24, 2017
12 Key Factors for Blended Families in IRAs, Qualified Retirement PlansSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 23, 2017
The Tall Tax Tale of Why Country Songwriters Get Capital Gain TreatmentThis tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
August 23, 2017
Does It Really Matter Whether Clients Pay for Financial Planning?Many of the products or services that we buy in our daily lives come with something that doesnt appear on the final bill.
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