Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Secretary Acosta, Candor and the DOL Rule
By Knut A. RostadLabor Secretary Alexander Acostas Wall Street Journal op-ed last week on the DOL fiduciary rule is a public service.
May 31, 2017
When Life Insurance Isn’t a Lifetime InvestmentWhen a client needs to part with a permanent type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
May 30, 2017
Wall Street May Get New Chance to Gut DOL Fiduciary RuleUnder pressure from Congress, the SEC may be preparing to review the responsibilities that brokers have to their clients.
May 30, 2017
New Evidence of Fiduciary Rule’s Harm, Chamber Report SaysObamas DOL underestimated the negative effects of the rule, says Chamber of Commerce; CFAs Roper, though, blasts report.
May 30, 2017
13 Best & Worst Broker-Dealers: Q1 Earnings, 2017The first three months of the year have seen strong markets and corporate earnings that beat analysts' estimates.
May 30, 2017
Putnam Investments to Launch 3 Alternative Strategies: Portfolio ProductsAlso, Allianz Life introduced two new index variable annuity products.
May 30, 2017
Americans Confused About Medicare PlanningMore than half of Americans over 45 haven't done any research on Medicare planning, a survey says.
May 26, 2017
DOL Looking for Reason to Delay Full Fiduciary Compliance Date: LawyerThe department says it will issue a Request for Information; the findings could give it cover to delay past Jan. 1, lawyer Erin Sweeney says.