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Morningstar: DOL Investment Advice Rule Needs Work

August 4, 2020

Morningstar said that the DOL could go further to protect all investors receiving rollover advice in a variety of contexts. The DOL should revisit the “regular basis” prong of the five-part test to either eliminate this requirement or presume that it is satisfied in the context of a rollover.

August 4, 2020

Progress Slow On Virus Relief Bill As Negotiations Continue

Negotiators on a huge coronavirus relief bill reported slight progress after talks resumed Monday afternoon in the Capitol, with issues like food for the poor and aid to schools struggling to reopen safely assuming a higher profile in the talks. Multiple obstacles remain, including an impasse so far on extending a $600-per-week pandemic jobless benefit.

Idaho Annuity Law Spurs Industry ‘Paranoia,’ Regulator Says

August 3, 2020

The annuity law was introduced in February and quickly passed the heavily Republican Idaho Legislature. Among the new mandates is a requirement that all indexed annuity advertising be preapproved by the Department of Insurance.

August 3, 2020

U.S. Study Reveals Gaps In Chronic Care Needs And Experiences

New research has shed light on a longstanding healthcare system challenge that affects more than 1 in 3 Americans: Health outcomes are not improving for those with complex, chronic health concerns, even though they see their doctor frequently and take multiple medications.

August 3, 2020

Biden Wants The Fed To Help Close Racial Economic Gaps

This week, the Biden campaign released its fourth and final plank in the former Vice President’s package of economic ideas: a plan for racial economic equity. But contained in the plan was a less-flashy proposal: asking the Federal Reserve to explicitly take race into account when it sets policy.

August 1, 2020

How SECURE Changes Retirement Planning

Retirement saving vehicles for most American workers must be improved, as many folks rely too heavily on Social Security as their primary source of income.

August 1, 2020

Income Annuities Can Be Mighty Structures

Income annuities can be a bridge over the retirement income gap — but only if advisors can build that bridge correctly.

August 1, 2020

Our Shot

Like millions of viewers, I was captivated by Hamilton recently…

August 1, 2020

The Importance Of Setting Client Income Goals

Establishing smart income goals can set up advisors for decades of continual and cumulative career success.

August 1, 2020

Technology Touching ‘Every Aspect’ Of Insurance In Pandemic

When the COVID-19 pandemic chased everyone indoors, an insurance industry that relies on face-to-face contact suddenly had to change course. What happened was insurers, middlemen and agents all learned they can rely on technology to forge a new way of selling insurance products.

August 1, 2020

How to Shine in Troubling Times

Joe Jordan’s message of optimism resonates in an unsettling time of transition.

August 1, 2020

Servant Leadership At Work

Hartford’s fire chief used the principles of servant leadership to improve his department’s performance.

August 1, 2020

Debunking The Great HSA/FSA Benefits Debate

Help employees see how their benefits choices can work together to help them with financial wellness now and in the future.

August 1, 2020

Someone Who Looks Like Me

The industry examines how it can recruit a diverse advisor force to serve a diverse nation.

August 1, 2020

What Does The Future Of Deferred Annuities Look Like?

If fixed interest rates remain at low levels for an extended period, where will the money flow?

August 1, 2020

Time Blocking: The Simple Daily Productivity Hack

Scheduling your days might sound confining, but it actually is liberating.

August 1, 2020

Emerging From COVID-19: Putting Social In A Socially Distant World

As parts of the country lift some COVID-19 restrictions, don’t expect our social lives to get back to the way they used to be right away, experts say.

August 1, 2020

A Bountiful Harvest

Ray Jones reaped a successful career using lessons he learned growing up on a dairy farm.

August 1, 2020

Back To The Future, Part ?

The Department of Labor’s latest fiduciary rule is a prequel wrapped up in a sequel that will likely spawn another sequel.

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