Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Releases Fiduciary Rule Request for Information
By Melanie WaddellComments could lead to new exemptions or changes to the fiduciary rule and PTEs, as well as extending the Jan. 1 compliance date.
June 28, 2017
Beauty Is in the Eye of the Discloser: Suggestions for CFP Board’s New StandardsWhile most reviewers are applauding the proposals, one point that astute observers make is that they take a rather soft stand on conflicts of interest.
June 28, 2017
Cold Calling Superstar Shares His SecretsFormer advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
June 28, 2017
New Florida Law Affects Life Policyholders Who Want to Change PoliciesThe new law, based on HB 1077, includes amendments backed by the Life Insurance Settlement Association.
June 28, 2017
Taxes Set to Rise — And Fall — in These States Starting July 1In just a few days, tax rates will be rising in four states, falling in one and doing both in others.
June 27, 2017
Can Your Target Date Fund Provide Lifetime Income?As a bulge of baby boomers retire, TDFs should refocus and aim way past the target date to focus on income, and lots of it.
June 27, 2017
Senate Postpones Vote on Health BillTrump calls Republicans to the White House for a meeting at 4 p.m. today.
June 27, 2017
SEC Moving Forward on Fiduciary Rule, Clayton SaysThe SEC chairman tells Congress that he will coordinate the agencys fiduciary rule with Labors version.