Browsing Tag
DOL fiduciary rule
81 posts
Breaking Down the Basics: DOL Fiduciary Rule
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's final fiduciary rule
DOL Final Fiduciary Rules Could Resolve Conflicting Interests in Target Date Funds
Ron Surz warns TDF participants will be the big losers in the next market correction—unless they start using personalized target date accounts
Capitol Hill Fiduciary Rule Reaction: Praise and Ridicule
Of those speaking out about it, Democrats in favor while Republicans vow to fight the controversial final regulation
The Latest Changes Made to the DOL’s Final Fiduciary Rule
Among the revisions in the DOL final rule includes omitting one aspect of the three-part test
DOL to Issue Final Fiduciary Rule on Tuesday
The Department of Labor is expected to release the final version of its fiduciary rule at 5 p.m. ET on April 23
Most Americans Seek Best Interest in Retirement Advice
Nearly all respondents surveyed in a CFP Board study believe that financial professionals should serve in the best interest of clients, even when making one-time recommendations and other one-time advice
California’s Adoption of NAIC Annuity Protection Model Means 90% of U.S. Consumers Now Covered
Insurance industry opponents of DOL Retirement Security Rule say move further diminishes its need
Key Action Points for Advisors to Consider Ahead of Final Fiduciary Rule
As the industry expects to see more ERISA fiduciaries enter the market in 2024, panelists at the VCI Industry Leaders Summit touch on next steps for advisors to review
Retirement Security Rule Would Cost 11 Times More than DOL Estimate: Report
New Oxford Economics report commissioned by the Financial Services Institute says controversial proposed rule would cost firms $2.7 billion to implement in the first year
Congress Voicing Concerns with DOL Fiduciary Rule Proposal
50 bipartisan reps send letter urging controversial rule be withdrawn, and House Capital Markets Subcommittee will hold a hearing Wednesday to explore its necessity