Consumer Reps Ask States to Change Annuities' Faces
By Allison BellAdvocates Birny Birnbaum and Brenda Cude say product illustrations make hypothetical returns look too pretty.
November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.
November 15, 2023
House Passes Amendments Killing DOL Fiduciary RuleThe amendments are attached to a spending bill that's up for debate Wednesday.
November 14, 2023
House to Vote on Bill Killing DOL's New Fiduciary RuleA spending bill up for a vote Tuesday would block funds for advancing the rule and related exemptions.
November 08, 2023
Proposed DOL Standard Would Greatly Expand Fiduciary ReachThe new rule would make major changes to the five-part test for fiduciary status.
November 07, 2023
IRA Rollovers and Taxes: What to Know as New DOL Fiduciary Rule LoomsUnderstanding tax implications of when moving money out of a 401(k) is crucial to giving advice in clients' best interest.
November 06, 2023
Here Are the 'Big-Picture' Principles of New Fiduciary Rule: DOL OfficialTim Hauser of the Employee Benefits Security Administration described the guiding principles behind the new fiduciary definition.
November 01, 2023
Critics Take Aim at New DOL Fiduciary RuleThe plan goes too far, some critics maintain, while others see legal challenges mounting.