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Regulatory changes abroad hint at the DOL fiduciary rule's potential impact
NEWS RIAS APR 18, 2016
Regulatory changes abroad hint at the DOL fiduciary rule's potential impact

U.K., Australia both passed fiduciary rules, though their versions weren't limited to retirement advice. How have they fared, and what can U.S. advisers learn from them? </br><b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Coverage of the DOL fiduciary rule from every angle</a>)</b></i>

By Evan Cooper
Four ways financial advisers should help retirement plan sponsor clients avoid a DOL audit
NEWS RETIREMENT PLANNING APR 18, 2016
Four ways financial advisers should help retirement plan sponsor clients avoid a DOL audit

The retirement plan sponsor role comes with a very clear set of regulatory obligations to the Department of Labor &amp;mdash; whether your clients are aware of them or not.

By David Borden
New offering will test frozen IPO market
NEWS EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

By Jeff Benjamin
$750 million RIA firm Waddell joins Focus Financial Partners
NEWS RIAS APR 18, 2016
$750 million RIA firm Waddell joins Focus Financial Partners

By Christine Idzelis
NEWS INDUSTRY NEWS APR 17, 2016
The super rich the first to bail during the financial crisis

Study says top 0.1% of taxpayers unloaded at elevated rates.

By Bloomberg
How to ease clients' minds about ETF liquidity concerns
NEWS EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

By Brandon Clark
NEWS FINTECH APR 17, 2016
Chinese acquisition of AssetMark raises questions

By MFXFeeder
NEWS RETIREMENT PLANNING APR 17, 2016
Is securitizing health care loans a workable solution for accessing high-cost medical treatments?

As an investment, this is an idea that adopts the same general form as mortgage-backed securities.

By MFXFeeder
Following on Senate's heels, House members introduce resolution to stop DOL fiduciary rule
NEWS REGULATION AND LEGISLATION APR 15, 2016
Following on Senate's heels, House members introduce resolution to stop DOL fiduciary rule

While the Labor Department's modifications in the final rule have muted industry opponents for the moment, Congress continues the old fight.

By Mark Schoeff Jr.
Funds betting the gravity-defying gold rally isn't over yet
NEWS INDUSTRY NEWS APR 15, 2016
Funds betting the gravity-defying gold rally isn't over yet

Wagers on rally climb to highest since 2012, CFTC data show

By Bloomberg
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule
NEWS RIAS APR 15, 2016
Three GOP senators co-sponsor resolution to kill DOL fiduciary rule

Three GOP senators co-sponsor a resolution to kill the regulation, though it's seen as symbolic, as President Obama would surely veto the measure if it passed.

By Christine Idzelis
Money managers dump $3 billion of Treasury ETFs as haven appeal ebbs
NEWS INDUSTRY NEWS APR 15, 2016
Money managers dump $3 billion of Treasury ETFs as haven appeal ebbs

Treasuries on course to biggest weekly drop since March 11

By Bloomberg
Watch out, boomers, here comes 70 and those RMDs
NEWS RETIREMENT PLANNING APR 15, 2016
Watch out, boomers, here comes 70 and those RMDs

Mandatory payouts from savings plans may trigger new taxes.

By Bloomberg
Longevity can be an asset in retirement
NEWS RETIREMENT PLANNING APR 15, 2016
Longevity can be an asset in retirement

Unprecedented surge in older Americans could be a boon to charities, nonprofits.

By Mary Beth Franklin
Don't just rely on life insurance illustrations
NEWS LIFE INSURANCE AND ANNUITIES APR 15, 2016
Don't just rely on life insurance illustrations

When reviewing life insurance options, advisers should look beyond hypothetical valuations.

By Barry Flagg
NEWS INDUSTRY NEWS APR 15, 2016
Young advisers want a future, not handouts

Three changes would make the financial advice industry more nurturing and appealing for young professionals

By Liz Skinner
Top young financial advisers for your rolodex
NEWS INDUSTRY NEWS APR 15, 2016
Top young financial advisers for your rolodex

The best and brightest who are set to transform the way you grow your wealth.

By Ellie Zhu
Traditional or Roth 401(k): How to choose
NEWS RETIREMENT PLANNING APR 14, 2016
Traditional or Roth 401(k): How to choose

Deciding between a traditional and Roth 401(k) is essentially a bet on how your future income tax rates will compare to their current rate.

By Tim Steffen
What does 'best interest' mean anyway? Texas Tech seeks more clarity on DOL fiduciary rule for advisers
NEWS RIAS APR 14, 2016
What does 'best interest' mean anyway? Texas Tech seeks more clarity on DOL fiduciary rule for advisers

A professor formed an initiative to define the term and help advisers understand the DOL's fiduciary rule.

By Christine Idzelis
NEWS RETIREMENT PLANNING APR 14, 2016
Homeownership no longer pays at tax time

The tax benefits of homeownership has been elusive for typical buyers since mortgage rates started tumbling in 2008.

By Bloomberg