Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Fiduciary Rule Faces Another Suit by Annuity Industry
By Melanie WaddellDOL fiduciary rule unfairly targets certain types of fixed annuity products, says IALCs Jim Poolman.
June 08, 2016
FINRA Fines Oppenheimer Nearly $3M on Leveraged ETF ViolationsOppenheimer & Co. failed to reasonably enforce policies prohibiting reps from selling retail customers of limited liquidity non-traditional ETFs.
June 07, 2016
State Street Wants Congress to Mandate Employee Retirement Plan ContributionsThe plan, which would pre-empt any state or municipal retirement plan, would include auto-escalation to a 12% savings rate.
June 07, 2016
Social Security COLA Could Be Zero in 2017, Senior Group FearsSocial Security recipients have lost 23% of their buying power since 2000, the Senior Citizens League says.
June 06, 2016
Top Portfolio Products: State Street and Elkhorn Add ETFsThis week's offerings also include a new asset allocation platform to help advisors comply with the DOL fiduciary rule.
June 06, 2016
Retirement Plans Take Second Look at a Cheaper Alternative to Mutual FundsCollective investment trusts, cheaper than mutual funds, are getting another look from plan sponsors thanks to changes that make them more user-friendly, PEI reports.
June 03, 2016
10 Things Veterans Should Know About Retirement BenefitsSome veterans or their dependents may fail to realize exactly what benefits or retirement income they qualify for.
June 02, 2016
DOL’s Perez Vows to Fight Fiduciary Rule LawsuitThe nine plaintiffs, including SIFMA and FSI, seek to have the rule vacated, thrown out by the court.