Employee 401(k) accounts seems to be the preferred choice of those behind the Department of Labor fiduciary rule. Does that mean 401(k)s are doing a good job? Our Kim O’Brien tries to answer that question.
Companies are doing more and more to support financial advisors with the introduction of web-based tools and solutions. Advisors say they need the help as they deal with regulations, declining fees, and a low-interest-rate environment.
NAIFA will reschedule its annual business meeting planned for Sunday in Orlando. Hurricane Irma is forcing massive evacuations and emergency preparations are under way in Florida.
Advisors can do clients a big service by untangling the complicated issues involved in investing in a 529 college savings plan. Tax benefits differ from state to state and common sense investing is called for, analysts say.
A recent Wells Fargo data breach has big implications for the company. It should serve as a wake-up call to all financial services to re-assess and tighten up those data security processes.
The delay of the Department of Labor fiduciary rule means we could see a fixed indexed annuity sale frenzy during the last half of the year. Experts say the time is right for FIAs to fly off the shelves.
Texas Judge Amos Mazzant tossed out an Obama administration rule that would have extended overtime benefits to about 4 million new workers. The Trump administration opposes the overtime change.
A new graphics-intensive tool from Assurance helps advisors make better presentations, while protecting them against fiduciary standard challenges, analysts say.
Structured annuities, also known as buffered or hybrid variable annuities, are selling well. But overall annuity sales continue to decline as regulation fears remain.
The Department of Labor will get its 18-month delay of phase two of the Obama-era fiduciary rule. A proposed rule ordering the delay until July 1, 2019 will be published in the Federal Register tomorrow.
The development of a new fee-based indexed annuity offers a glimpse into the dialogue that unfolded between product manufacturer and distributors in the independent channel. Both sides gave a little to make the product successful.
There’s been a flurry of legal activity recently around the Department of Labor fiduciary rule. What does it all mean? Our Kim O’Brien breaks it down and finds it’s not all the good news that’s being reported.
The Office of Management and Budget completed its review Monday of a rule that would delay the DOL fiduciary rule. The DOL seeks an 18-month delay that would push the effective date of the fiduciary rule to July 1, 2019.
Tax deferral laws make annuities a great option for clients planning for retirement. But what should advisors be looking for in crafting an effective plan to take advantage of annuities?
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The improving economy and fewer problems with major medical coverage under the Affordable Care Act are credited with the rising disability care premium.
With regulation, low interest rates and other pressures affecting the investment world, advisors are finding creative ways to marry active and passive investing to do right by their clients. Experts expect the trend to continue.
The estate tax is among the taxes the White House hopes to eliminate with its tax reform effort, said Gary Cohn, President Donald J. Trump’s top economic advisor. Will Congress go along?
In a court brief, the Department of Labor signaled its intent to eliminate the class-action component of the fiduciary rule. The right to sue is one of the most hated aspects of the Obama-era regulation.