The DOL Fiduciary Rule: Where Are We Now?
After a seven-year journey through the legislative process, the Department of Labor fiduciary rule proposed by the Obama administration in 2010 finally went into partial effect on...
The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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After a seven-year journey through the legislative process, the Department of Labor fiduciary rule proposed by the Obama administration in 2010 finally went into partial effect on...
After proposing last week to extend the implementation deadline of its fiduciary rule by 60 days, the U.S. Department of Labor has opened a 15-day public comment period for its...
The U.S. Department of Labor proposed Wednesday to delay the implementation deadline of its rule regarding fiduciary duty in retirement savings advice by 60 days.
The first phase...
In a year where the Department of Labor’s fiduciary rule has substantially influenced financial services news and conversations, financial planners may feel more confused than...
The U.S. Department of Labor’s fiduciary rule, revered by some financial services experts as a revolutionary shift within the profession – and reviled by others – has an uncertain...
Dr. Craig Lemoine, CFP®, Associate Professor of Financial Services and Director of The American College Granum Center for Financial Security, takes a moment to reflect, offering...
The U.S. Department of Labor's (DOL) fiduciary rule requires compliance starting in April 2017, when advisors and investment firms must begin properly documenting their actions to...
Merrill Lynch recently announced that they would no longer offer commission-based products in Individual Retirement Accounts (IRAs). Why would Merrill make such a decision? They...
More content gets published each day about the U.S. Department of Labor’s (DOL) new fiduciary rule and requirements it will place on financial professionals. The rule prohibits...