Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
For SEC Fiduciary Rule, Regulate Titles First: CFA Institute Comments
By Melanie WaddellComments are trickling into the SEC, with CFA Institute saying that the issue of titles needs to be addressed so rules can be clarified.
June 09, 2017
Barry Ritholtz Sees DOL Fiduciary Rule as a ‘Test Run’The Ritholtz Wealth CIO tells ThinkAdvisor the rule is a step in the right direction, but says it's clearly flawed.
June 09, 2017
Pension Funding Levels Steady in May: MercerPension plans sponsored by S&P 1500 companies maintained their 83% funded status last month, according to Mercer.
June 08, 2017
3 Possible DOL Reforms That Could Help AdvisorsKBW analysts share their views on what deregulation banks and broker-dealers can expect this year and next.
June 08, 2017
Fiduciary Rule Readiness Check: June 9 Effective DateWith the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.
June 08, 2017
House GOP Introduces Bill to Overturn DOL Fiduciary RuleThe Affordable Retirement Advice for Savers Act is a "more responsible solution," Rep. Phil Roe says.
June 02, 2017
LPL Chief Risk Officer Oroschakoff Is Now Firm’s Top LawyerShe expands her role as David Bergers departs LPL for a position in private practice.
May 31, 2017
FINRA Named CFP Board CE PartnerEffective immediately, nearly 60 of FINRA's e-learning courses will be eligible for CE credits for CFP professionals.