Errors of Commission: AUM Fees Are Better Business
By Bob ClarkBroker-dealers' decisions to stop offering commission products in retirement accounts reopens the fees-versus-commissions debate.
October 25, 2016
Technology Disruption Driving M&A in Wealth ManagementThe first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.
October 25, 2016
Dodging a Pro-Rata Tax Debacle on IRA TransactionsIgnoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into one that generates a big tax bill.
October 25, 2016
Kansas Ends Bad Economic News by Not Reporting ItThe Kansas governor canceled a report meant to measure the economic growth results of his likely failed tax cutting strategy.
October 25, 2016
China Oceanwide may regret throwing Genworth a lifelineAnother day, another Chinese acquisition of an insurance company in the U.S.
October 25, 2016
Glass half full: seismic shifts in the life insurance industryIt's no coincidence that a LIMRA study indicating that 30 percent of U.S. households lack life insurance coverage arrived about the same time that MetLife decided to spin off its sputtering life insurance business.
October 25, 2016
Glass half full: seismic shifts in the life insurance industryIt's no coincidence that a LIMRA study indicating that 30 percent of U.S. households lack life insurance coverage arrived about the same time that MetLife decided to spin off its sputtering life insurance business.
October 24, 2016
Warning: Don't Expect Revisions or Reversals in DOL RuleAs the DOL rolls out fiduciary rule guidance, advisors and BDs should not count on major revisions or reversals.
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