Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ric Edelman: DOL Rule Will Kill Off Half of All Advisors, Gouge Wirehouses
By Jane Wollman RusoffOne of the scariest aspects for the financial services industry, Edelman says, is that the new fiduciary rule will allow lawsuits.
June 08, 2016
Obama Vetoes Anti-DOL Fiduciary Rule Resolutions; Date Set for LawsuitNational Association for Fixed Annuities lawsuit against DOL seeks a preliminary injunction to stay the rule.
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.