Biden Renews Push to Make Julie Su Labor Secretary
By Allison BellShe has helped shape fiduciary standards and independent contractor efforts.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 03, 2024
Bernie Sanders Applauds DOL Fiduciary RuleThe plan "levels the playing field" by applying "a uniform advice standard to retirement investments," the senator said.
January 03, 2024
Schwab Urges DOL to Withdraw 'Ill-Fated' Fiduciary RulePeter Morgan, Schwab's general counsel, told Labor that its plan is "a solution in search of a problem."
January 02, 2024
New DOL Fiduciary Rule Will Be Crushed in Court: SIFMAThe trade group told Labor to abandon the rule, which it calls "more troublesome" than previous fiduciary proposals.
January 02, 2024
DOL Pushes Insurance Officials on Fiduciary Duty vs. Best InterestDuring a hearing on Labor's new fiduciary rule, Labor asked insurance industry advocates to explain the difference.
December 28, 2023
DOL Denies Second Request for More Time on Fiduciary Rule CommentsSenators had sent letters to Labor on Dec. 20 asking officials to extend the comment period beyond Jan. 2.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.