DOL Sends 401(k) Electronic Disclosure Plan to OMB
By Melanie WaddellTop retirement industry lobbyist Brian Graff cheered the move.
August 20, 2019
How Different US Cities Give Differently: Fidelity CharitableThe donor-advised fund sponsor finds that the most popular charitable causes tend to vary from city to city.
August 20, 2019
LPL Expands ClientWorks and Other Tech InitiativesThe upgrades could save advisors an hour a day, CEO Dan Arnold said.
August 20, 2019
Acquisitions and Closings Mean Fewer Independent Robo-AdvisorsThe latest deal: Capital One's purchase of United Income.
August 20, 2019
How Outsourcing Investment Management Can Benefit Advisors: SurveyAdvisors in an AssetMark survey said outsourcing their investment management helped them take on more clients with less stress.
August 20, 2019
GE Responds to Markopolos LTCI Reinsurance Reserving CriticismsAn executive emphasizes that a reinsurer often shares risk with the direct writer.
August 20, 2019
Deferred Income Annuities: Loved by Economists, Ignored by InvestorsA Brookings paper explains how these products make longevity insurance relatively cheap and says new legislation could make them more popular.
August 19, 2019
NAIFA Promotes Advocacy Action CenterNAIFA members can use the center to sign up to be grassroots contacts for legislators.