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Big deals that can help take the sting out of Tax Day
Companies are offering freebies and discounts celebrating the end of the annual filing ordeal. Here's a roundup of what's available.
DOL rule described as ‘workable’ and a political success
The rule is described as 'workable' and a political success, though implementation remains the biggest challenge ahead.
Critics say DOL fiduciary rule makes too many industry concessions
While many investment advisers and their organizations praise the rule, some who formerly advocated for it believe the final version doesn't go far enough to protect investors.
How 401(k) plan advisers win under the final DOL fiduciary rule
Retirement plan advisers have an easier path to advising on rollovers and working with small 401(k) plans.
Going under the hood of the new DOL fiduciary rule
The Labor Department has just revealed its controversial new rule intended to raise investment advice standards on retirement accounts. Sign up for our webcast taking a deep dive into how the changes will affect your business. Register now for this free webcast here)
Historical timeline of fiduciary duty for financial advice
1934 Securities and Exchange Act SEC commission in 1934 The law…
Insurers slow to introduce QLACs for 401(k) market
The retail audience has been a much more popular route for these longevity annuity products.
DOL rule could help small company retirement plans
The impending fiduciary rule would shield owners from some lawsuits.
OMB completes review of DOL fiduciary rule
The Labor Department cleared the last step in the regulatory process before release of its final rule.
Wave of Finra arbitration claims expected from bad bets on energy
Investors claim brokers put too much of their nest eggs into oil and gas companies.
Sale of AIG Advisor Group may signal wave of mergers ahead
Insurance-owned firms and small broker-dealers most likely to throw in the towel.
Adviser fears abound for fiduciary rule fallout
InvestmentNews survey finds all corners of the advice business are expecting to face challenges, but stark differences about the degree of pain are evident among the channels.
Tony Robbins joins advisory firm as chief of investor psychology
In his new role, Mr. Robbins will be working with his long-time financial adviser Ajay Gupta.
The road to retirement just got rockier
Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.
How should you use your tax refund?
Professional financial advisers weigh in on the best ways to use refunds appropriately.
Don’t assume the Roth IRA is beyond the reach of the tax man
Plus: Investor.gov is looking out for you, there's a reason we've had so few IPOs this year, and take seven minutes and get your heart pumping
Strategies for delaying required minimum distributions for working clients
Those who are 70 ½ and still on the job may be able to delay distributions from company plans.
The rollover irony of the DOL’s proposed fiduciary rule
The proposed rule could give brokers an upper hand with respect to rollovers when compared to some fiduciary 401(k) advisers.
Survey shows slight decline in elderly financial abuse cases
Seventeen percent reported abuse, down from 20% in 2010: Investor Protection Trust.
When Social Security is a family affair
Claiming benefits early may make sense when kids are involved.
