About 70% of Medicare beneficiaries are protected by a “hold harmless” provision.
From regulation to tax and entitlement reform, these are the central decisions that will affect financial planners and clients in the years to come.
Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact
Gerald Cocuzzo faces up to 20 years in connection with the $131 million market manipulation scheme of ForceField Energy Inc.
Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.
Clients may choose fee-based or self-directed retirement accounts.
"Macroeconomic trends" led Hancock to ditch new policy sales, in the latest example of an LTC market beleaguered by negative consumer perception and low interest rates.
What's useful for clients in terms of planning is also good for business development.
Telling advisers to never assume enough is enough when it comes to research.
The new president cannot simply rip up the regulation, which became effective in June. <b><i>(More: <a href="//www.investmentnews.com/article/20161110/BLOG12/161119996/leveraging-portfolios-to-take-advantage-of-donald-trumps-policies" target=""_blank"" rel="noopener noreferrer">Biotech, healthcare, banks and energy may benefit from Trump's policies</a>)</i></b>
Republican power balance puts DOL rule into question
Firms' compliance manuals and contracts will be scrutinized to ensure employee protection.
Chris and Brian Cooke partner with the 108-year-old firm for strategic expansion.
Plus: The Obama administration fast-tracks banking regs, active managers feel pain in the bottom line, and embracing a little humility
Plus: Five ETFs to help you prosper under the Trump administration, Dawn Bennett lands in more hot water, sending the media back to journalism school, and Happy Veterans Day
Here's a sampling of what financial planners are advising investors to do to protect their money.
Plus: The Fed gets another excuse for not hiking rates, a big win for big oil, and nervous Americans crashed Canada's immigration website
Cross border financial planning can help, but it's super taxing to emigrate.
Regulation to raise investment advice standards for retirement accounts could be targeted by the new administration and the Republican-controlled Congress. <b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
