Brian Graff, the executive director of NAPA, equates the rule to an infant that “pees you in the face,” joining a large chorus of observers citing the complexity of the new regulation and the massive shake-up it will have on the industry.
Workers and retirees worry about how to pay for current and future care.
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"" target=""_blank"" rel="noopener noreferrer">Coverage of the DOL fiduciary rule from every angle</a>)</b></i>
The retirement plan sponsor role comes with a very clear set of regulatory obligations to the Department of Labor &mdash; whether your clients are aware of them or not.
As an investment, this is an idea that adopts the same general form as mortgage-backed securities.
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.
Mandatory payouts from savings plans may trigger new taxes.
Unprecedented surge in older Americans could be a boon to charities, nonprofits.
When reviewing life insurance options, advisers should look beyond hypothetical valuations.
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.
The tax benefits of homeownership has been elusive for typical buyers since mortgage rates started tumbling in 2008.
Are you paying your "fair share" in taxes? See how your tax burden stacks up against other taxpayers.
Brokers may continue selling higher-cost proprietary products if they meet certain conditions.
Remaining claiming strategy offers eight more years of creative options for some retirees.
Remaining claiming strategy offers eight more years of creative options for some clients.
Claiming rules regarding the popular file and suspend strategy will be overhauled on April 30.
Ready or not, Social Security claiming rules change on April 30.
As confusion over filing rules continues, some complaints about false information emerge.
Changes will be felt most markedly in the retail market, where investors will serve as their own enforcement agents.
Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.
