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Mary Beth Franklin says the move can boost future benefits — but advisers and their clients should beware of unintended consequences.
Our 40 Under 40 project, now in its sixth year, highlights young talent in the financial advice industry. These individuals illustrate the tremendous potential of those coming up in the profession.
Portion of settlements with financial perpetrators would supply the pool.
Although the popularity of VAs has declined in recent years, some independent broker-dealers still do a good business in them.
Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.