DOL Fiduciary Rule Mania: What's Happening and Where It's Headed
By Melanie WaddellLawmakers and opponents of the rule are piling on, but lawyers urge advisors to keep pace with compliance.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.
July 11, 2024
Life Insurers Have $234B in Exposure to ApartmentsMore than 4% of annuity assets might be tied to multifamily housing, according to a new Moody's report.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 11, 2024
Social Security COLA Estimate for 2025 Drops to 2.7% on Cooler Inflation DataLower inflation in June has pushed down the projected adjustment to retirement benefits next year.
July 11, 2024
How Corporate-Owned Life Insurance Helps Business-Owner ClientsWhen volatility returns, COLI can add stability.