How to Comply Now With Labor's Fiduciary Rule(s)
By Fred ReishHere are some guidelines on what rules apply to investment recommendations, retirement plans and IRAs until the rule is eventually killed.
March 15, 2017
Active Managers’ Struggle to Maintain AssetsActive managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 14, 2017
Voters won't ignore this CBO scoreThe author hates the ACA but questions whether AHCA will have much curb appeal.
March 14, 2017
Why do pundits hate indexed annuities?Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.
March 14, 2017
Why do pundits hate indexed annuities?Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.
March 14, 2017
3 steps to proactively manage orphan policiesMore than 40 percent of all life insurance policies are considered orphans with no active agent servicing the policyholder. And the problem is only getting worse.
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