Calling all digital fiduciaries! Here’s your 7-point checklist
By Warren S. HerschTo remain within the spirit of the DOL rule, plan fiduciaries should ensure that websites and planning tools are designed to optimize retirement outcomes.
October 25, 2016
Dodging a Pro-Rata Tax Debacle on IRA TransactionsIgnoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into one that generates a big tax bill.
October 25, 2016
Kansas Ends Bad Economic News by Not Reporting ItThe Kansas governor canceled a report meant to measure the economic growth results of his likely failed tax cutting strategy.
October 25, 2016
China Oceanwide may regret throwing Genworth a lifelineAnother day, another Chinese acquisition of an insurance company in the U.S.
October 25, 2016
Glass half full: seismic shifts in the life insurance industryIt's no coincidence that a LIMRA study indicating that 30 percent of U.S. households lack life insurance coverage arrived about the same time that MetLife decided to spin off its sputtering life insurance business.
October 25, 2016
Glass half full: seismic shifts in the life insurance industryIt's no coincidence that a LIMRA study indicating that 30 percent of U.S. households lack life insurance coverage arrived about the same time that MetLife decided to spin off its sputtering life insurance business.
October 24, 2016
Warning: Don't Expect Revisions or Reversals in DOL RuleAs the DOL rolls out fiduciary rule guidance, advisors and BDs should not count on major revisions or reversals.
October 24, 2016
Why a Fiduciary Duty MattersDoes a fiduciary duty really make a difference in the quality of the advice that retail investors get?
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