The Retirement Bills Should Be Good for Retail Advisors: Phil Waldeck
By Allison BellThe Prudential executive said he hopes agents will encourage their legislators to support both the SECURE Act bill and the RESA bill.
May 29, 2019
Medicare Lets Agents Market PACE Home Care PlansA PACE program provides soup-to-nuts care for people who already qualify for nursing home care.
May 29, 2019
SEC Advisor Fraud Charge Shows Hazards of 'Dual-Hat' CCOsThe dual-hat CCO "usually does not have the time, expertise or interest to do the job properly," according to Cipperman Compliance Services.
May 28, 2019
Pension Risk Transfer Volume Continues to Head Toward SkyThe risk transfers affected 29,417 contracts
May 28, 2019
Senate Banking Sets Hearing Date for SEC NomineeThe hearing is June 5, the same day the SEC is set to vote on Regulation Best Interest.
May 28, 2019
Allianz's El-Erian to Head College at Cambridge UniversityThe economist and author -- who coined the phrase 'new normal' during the financial crisis -- will take up the position in October 2020.
May 28, 2019
NHL Players' Advisor Tends Economic GoalsMoynes defends clients against overspending: 'Don't go broke;' firm finds it's not easy pitching young players on pre-nups.
May 28, 2019
Alliance Adds Advisor Version of Retirement Readiness Assessment ToolThe tool does not require an advisor's clients to provide personally identifiable information.