Browsing Tag
DOL fiduciary rule
83 posts
Broadridge 360: Challenges and Opportunities in the New Fiduciary Marketplace
Jason Roberts of Pension Resource Institute discusses how the DOL’s latest fiduciary rule will impact seasoned and emerging professionals
DOL Fiduciary Rule Hit with First Lawsuit
The lawsuit filed by the FACC says the DOL violated the Fifth Circuit's previous 2018 verdict that had vacated the 2016 fiduciary rule
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