Lawmakers Tell DOL to Halt New Fiduciary Rule
By Melanie WaddellThe proposal would inflict "harm on millions of retirement savers," lawmakers said.
January 05, 2024
What Firms Must Disclose Before a Rollover Under New DOL RuleInvestors must have access to information about costs, conflicts of interest and alternatives to rolling over their assets.
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.