Ron Rhoades Makes 5 Predictions for the Future of Advice
By Jane Wollman RusoffAmong them: Flat fees will gain ground, and RIAs will expand the annuity market.
May 19, 2022
DOL Provides Fiduciary Rule UpdateMeanwhile, Labor had an "interesting conversation" with Fidelity on its new Bitcoin 401(k) offering, EBSA head Ali Khawar says.
April 26, 2022
Biden's Key DOL Pick Could Get Senate Vote This WeekLisa Gomez's nomination to lead retirement plan oversight could come up for a vote on the Senate floor as early as Tuesday.
March 31, 2022
Massachusetts Fiduciary Rule Struck Down in Robinhood CaseThe ruling is a victory for Robinhood; Massachusetts' top securities regulator, William Galvin, is considering an appeal.
March 29, 2022
Why C-Suite Execs Should Not Serve as Retirement Plan FiduciariesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 16, 2022
Get Ready for New DOL Rollover Rules on July 1Starting on this date, specific reasons for each rollover recommendation must be put in writing.
February 16, 2022
DOL Fiduciary Rule Supporters Flock to Capitol Hill to Brief LawmakersStaffers on Capitol Hill have been getting questions ahead of the proposal's expected release, Maureen Thompson of the CFP Board says.
February 03, 2022
Annuity Group Sues DOL Over Fiduciary RuleFACC says the department has tried to put a major rule change in an introduction.