7 Things to Know About the New DOL Annuity Sales Standard Proposal
By Allison BellThe proposed standard could turn IMOs, FMOs and BGAs into the Impartial Conduct Standards cops.
June 30, 2020
Hopkins, Kitces: As SEC's Reg BI Goes Live, Worries RemainCarson Group's Jamie Hopkins voices his concerns on Reg BI and the DOL proposal intended to align with it.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 30, 2020
Third of Retirement Investors Not Considering Effect of Taxes: NationwideAnd they're open to professional advice, particularly in light of the pandemic, the firm found.
June 29, 2020
House Passes Affordable Care Act Update BillIt could lead to more than $200 billion in new health insurance premium subsidy spending.
June 29, 2020
Bill on PPP Loan Forgiveness Calculators Introduced in HouseThe legislation calls for creation of a simple online calculator to help small-business owners fill out complex loan forgiveness forms.
June 29, 2020
DOL Floats Revised Fiduciary Rule to Align With Reg BIThe department proposed an exemption to allow retirement advisors to receive a wider variety of payments.
June 29, 2020
U.S. Advisors Expect 7% Asset Growth Over Next 12 Months: SurveyAnd it's not likely coming from market returns. Here's how advisors plan to boost growth this year, according to Natixis.