David Blanchett's 6 Predictions for Retirement Planning in 2021
By David M. BlanchettAfter a doozy of a year, here's what a "new normal" might look like on the retirement income front.
December 16, 2020
Morgan Stanley to Roll Out 'Minor' Comp Changes for 2021Given its earlier "draconian cuts," the wirehouse doesn't "have much room to maneuver" next year, says recruiter Mark Elzweig.
December 16, 2020
SEC Tables Long-Awaited Ad Rule ChangesAlso tabled were considerations to adopt amendments to Form ADV to provide more information about advisors' marketing practices.
December 16, 2020
HealthCare.gov Open Enrollment Period EndsMany locally run ACA exchange programs still are letting people sign up for 2021 coverage.
December 16, 2020
10 Facts to Know About Irrevocable TrustsAn irrevocable trust is a valuable estate planning tool for tax avoidance and asset protection, but there are limitations to be aware of.
December 16, 2020
A 4-Point Checklist for Year-End PlanningNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 15, 2020
Final DOL Fiduciary Rule to Have Significant Impact on RolloversIndustry officials, however, anticipate that the Biden administration will pull back the rule and toughen it.
December 15, 2020
FINRA Names Scott Anderson Head of Market RegulationAnderson joins FINRA on Jan. 25 from Societe Generale; he replaces Tom Gira, who passed away earlier this year.