Is a life insurance settlement right for your client?
By Rob HaynieDetermining whether an insurance settlement is the right step for your client may be more difficult than you think.
October 26, 2016
8 Questions to Help Advisors Comply With DOL’s Other New RuleLabors White Collar Exemption Rule, which changes the rules on which employees get overtime pay, has a deadline of this Dec. 1.
October 26, 2016
Errors of Commission: AUM Fees Are Better BusinessBroker-dealers' decisions to stop offering commission products in retirement accounts reopens the fees-versus-commissions debate.
October 26, 2016
Calling all digital fiduciaries! Here’s your 7-point checklistTo remain within the spirit of the DOL rule, plan fiduciaries should ensure that websites and planning tools are designed to optimize retirement outcomes.
October 26, 2016
Calling all digital fiduciaries! Here’s your 7-point checklistTo 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
Technology Disruption Driving M&A in Wealth ManagementThe first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.
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.
Commentary