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DOL Releases Final Fiduciary Rule
The Department of Labor released its final rule requiring advisors overseeing retirement accounts to act under a fiduciary standard to put their clients’ interests ahead of their own. |
| Diana Britton and David H. Lenok The Department of Labor released the first of three frequently asked questions regarding its forthcoming fiduciary rule. |
| Diana Britton The top six things advisors should look for in the new administration. |
| John McManus In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as part of your client’s year-end planning. |
| WealthManagement.com Staff The innovators and influencers set to change the industry. |
| Brad Zigler The equity/bond ratio rule of thumb worked well, until it didn’t. Advisors need to turn elsewhere to hedge their risks. |
| Ryan W. Neal Backers of “robo” investment platforms claim they can help advisors meet the fiduciary standard. Others aren’t so sure. |
| Martin Walsh The potential legal advantages of keeping a portion of your net worth in a retirement plan are extremely compelling, regardless of your age. |
| David H. Lenok Gene Wilder was one of a kind as a comedian, but he also may be unique for a different reason: the relatability of his retirement success story. |
| Diana Britton MetLife said goodbye to its insurance agents, with the announcement to sell its Premier Client Group to MassMutual for about $300 million. The move could lead other insurers to divest their captive broker/dealers, as they focus their product distribution elsewhere. |
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