Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Insurers to ‘Have Their Butts Sued Off’ Under DOL Fiduciary Rule: NAFA Lawyer
By Melanie WaddellIn the first hearing in a series of lawsuits, NAFA argues the DOL fiduciary rule embodies overreach to do things Congress never intended.
August 24, 2016
DOL Fiduciary Rule Heads to Court, and Here’s What to ExpectHeres a snapshot of the action unfolding Thursday, when a judge takes up NAFAs request for a preliminary injunction against the rule.
August 24, 2016
Time for Fed to Normalize Rates: LPL's WhiteThe chief investment officer of the IBD says that low interest rates are doing more economic harm than good.
August 24, 2016
Could Student Debt Swing the Presidential Election?College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
August 24, 2016
4 Trends Driving DC Plan Management: SEIOne big trend: The fiduciary burden for plan sponsors is increasing.
August 24, 2016
401(k)s Put the Less Educated at a ‘Double Disadvantage’: StudyThe shift from pensions to 401(k) plans is making retirement inequality much worse, a new study has found.
August 24, 2016
Trone, Swisher to Craft ARA, Morningstar Fiduciary Education ProgramIRA Fiduciary Adviser education program will prepare advisors for a continuously shifting regulatory environment, says ARA's Graff.
August 23, 2016
How to Target Affluent Clients OnlineMass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.