Debate: Were Texas Courts Right to Pause DOL Fiduciary Standard?
By Robert Bloink | William H. ByrnesThe injunction applies to both the investment advice fiduciary standard itself and amendments to PTE 84-24.
August 08, 2024
Bullish Advisor Sentiment Collides With Market VolatilityIn a recent survey, only 9% of respondents said they expected a correction, though volatility concerns ran high.
August 08, 2024
12 Best States for Health Care: 2024Here are the best places to find affordable, high-quality care, according to WalletHub.
August 08, 2024
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025Older clients may see their plans getting a lot leaner this fall.
August 08, 2024
Ex-Vanguard Strategist Launches Fractional CIO Firm for RIAsDon Bennyhoff, co-creator of Advisor's Alpha and a former RIA exec, seeks to serve planning-centric advisors.
August 08, 2024
Advisors' Biggest Problem With the SEC's Marketing RuleA new survey finds more than a third of firms are unclear on the meaning of one key term.
August 07, 2024
A Third of Older Americans Face This Health Threat. Advisors Can Help.Advisors can use a vast array of strategies to help clients prepare for the possibility of dementia.
August 07, 2024
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity ExchangesWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?