The Retail Investor Protection Act (RIPA) is being offered as an alternative to the Department of Labor’s (DOL’s) proposed fiduciary rule. The bill is sponsored by Rep. Ann Wagner, R-Mo.
The Depository Trust and Clearing Corp. (DTCC) has been in the news as major carriers have signed on with its compliance and agent training platform.
Millennials Crave Face-to-Face Advice
When it comes to obtaining financial advice, most millennials say that a financial advisor “must” be willing to meet with them — in person.
An affiliate of Aegon’s Transamerica unit — Transamerica Retirement Solutions — will acquire Mercer’s defined contribution administration book of business
Knowledge-based prospecting can substantially increase your success in attracting qualified prospects and converting them into clients.
Here are some hot topics for this year’s open enrollment and how to make the most of the brave new benefits world.
The DOL is likely to soften the harshest regulations on variable annuities within its fiduciary only rule, one analyst says.
At issue is whether nonprofit organizations operating businesses, colleges, schools and charities violate their own religious beliefs if they make contraceptives available to employees or their students.
Papal Visit Affects DOL Rule Comment Period
The deadline for submitting hand-delivered comments to the Department of Labor on the fiduciary rule was moved up by 24 hours because access to the department’s building was closed during the pope’s stay in Washington.
While network breaches appear to have affected health insurers more frequently than life, annuity or property/casualty carriers, life insurers certainly aren’t immune from attacks.
Longevity annuities could be entering a period where they will see broader use in the U.S. than has already been made possible by the qualifying longevity annuity contract (QLAC).
The Oregon Insurance Division is developing rules to eliminate “Last In, First Out” calculations when assessing early withdrawal charges under…
Momentum seems to be building among House Democrats to raise questions regarding the Department of Labor’s proposed fiduciary rule.
Protecting a client’s hard-earned assets is an advisor’s main mission, yet so many advisors miss the opportunity to continue protecting those assets after the client’s death.
When the Republican presidential candidates faced off in their first two debates, there was little discussion of retirement reform. Any discussion that did take place involved Social Security.
State-Based Retirement Programs Inch Closer To Becoming Reality
The establishment of state-based retirement programs for workers moved a few inches closer to reality on both the federal and state levels last week.
A survey offers a snapshot of how workers research employer-sponsored benefits.
Washington, D.C. — The National Association of Health Underwriters (NAHU) applauds Senators Dean Heller, R-Nev., and Martin Heinrich, D-N.M., on…
Just How Much Are Our Retirement Funds Costing Us?
An investor couple tries to find out how much they are paying in commissions or fees. Here is what they learn.
