7 Threats Life and Annuity Commenters See Lurking in DOL Fiduciary Rule Draft
By Allison BellOne is a provision that could shut some insurers out of the rollover market for 10 years.
January 09, 2024
Biden Renews Push to Make Julie Su Labor SecretaryShe has helped shape fiduciary standards and independent contractor efforts.
January 05, 2024
DOL Reviewing 19,000 Fiduciary Rule CommentsNow that the public has weighed in — voluminously — here's what happens next.
January 05, 2024
What Firms Must Disclose Before a Rollover Under New DOL RuleInvestors must have access to information about costs, conflicts of interest and alternatives to rolling over their assets.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 03, 2024
Bernie Sanders Applauds DOL Fiduciary RuleThe plan "levels the playing field" by applying "a uniform advice standard to retirement investments," the senator said.
January 03, 2024
Schwab Urges DOL to Withdraw 'Ill-Fated' Fiduciary RulePeter Morgan, Schwab's general counsel, told Labor that its plan is "a solution in search of a problem."
January 02, 2024
New DOL Fiduciary Rule Will Be Crushed in Court: SIFMAThe trade group told Labor to abandon the rule, which it calls "more troublesome" than previous fiduciary proposals.