Find the latest industry news below.
- The 3 Stages of Retirement Planningon April 26, 2024 at 3:43 am
If you're new to financial services, and you think "old" means turning 25, this article is for you. Related StoriesTo Grow Your Practice, Market to Women - EnclosureHere's Why Extended Care Planning Remains Critical for Women - EnclosureThe Ten Commandments of Prospecting in 2024 - Enclosure
- Navigating Vaccine Coverage for Seniors With Medicare Changeson April 26, 2024 at 3:34 am
The COVID vaccine is just one of many that clients might want. Related StoriesHere's Why Extended Care Planning Remains Critical for Women - EnclosureTo Grow Your Practice, Market to Women - EnclosureHow a Bit of Bitcoin Could Boost Returns — Even in 60/40 Portfolios - Enclosure
- Delayed Retirements Remain Elusive for Most Americanson April 25, 2024 at 9:54 pm
Securing gainful employment after leaving a career is also challenging, an annual confidence survey found. Related Stories33 Cheap Stocks to Buy in Q2: Morningstar - Enclosure10 States With the Most Income Tax Writeoffs - EnclosureFidelity Launches Organic Growth Hub for Advisors - Enclosure
- Don't Let RMD Relief Blind IRA Beneficiaries to the Big Pictureon April 25, 2024 at 9:33 pm
Those who don't take distributions now could face bigger RMDs at higher tax rates later. Related StoriesHappy 60th Birthday. Time to Reduce Future RMDs. - EnclosureA Financial Planning Checklist, From Age 20 to 70 and Beyond - EnclosureHere's What's Wrong With the 4% Rule - Enclosure
- DOL Fiduciary Rule Add-On Could Boost Annuity Distributors' Clouton April 25, 2024 at 8:30 pm
Officials want them to help agents and brokers provide conflict-free advice. Related StoriesFinseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Path - EnclosureFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - EnclosureTransamerica Hires Former Crump Life CEO - Enclosure
- Industry Players Weigh In on the DOL's New Fiduciary Definitionon April 25, 2024 at 7:49 pm
Annuity distribution veterans, regulation backers and harsh critics look at what comes next. Related StoriesFinseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Path - EnclosureNAIFA Meets White House Team Reviewing DOL Fiduciary Rule Effort - EnclosureFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - Enclosure
- Fidelity's HSA Assets Set Recordon April 25, 2024 at 7:28 pm
Young account holders are more likely than older ones to invest their funds, the brokerage giant found. Related StoriesFinseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Path - EnclosureChamber of Commerce Sues to Block FTC's Non-Compete Ban - EnclosureFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - Enclosure
- AssetMark Sold to PE Firm for $2.7Bon April 25, 2024 at 6:12 pm
Based in California, AssetMark has about $117 billion of assets on its platform and serves 9,300 financial advisors. Related StoriesFinseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Path - EnclosureChamber of Commerce Sues to Block FTC's Non-Compete Ban - EnclosureFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - Enclosure
- Finseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Pathon April 25, 2024 at 3:14 pm
Labor's attempts to address the insurance industry's concerns were merely "cosmetic," Marc Cadin says. Related StoriesNAIFA Meets White House Team Reviewing DOL Fiduciary Rule Effort - EnclosureFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - EnclosureTransamerica Hires Former Crump Life CEO - Enclosure
- Chamber of Commerce Sues to Block FTC's Non-Compete Banon April 25, 2024 at 3:10 pm
The move follows the FTC's vote on Tuesday to issue a final rule banning non-competes provisions in nearly all cases. Related StoriesFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - EnclosureEd Slott: Final DOL Fiduciary Rule Goes 'All-in' on Rollovers - EnclosureFTC Issues Worker Non-Compete Ban - Enclosure
- The Advisor's Guide to Overcoming Prospecting Excuseson April 25, 2024 at 5:14 am
If you want the results but dread the process, take note. Related StoriesFinseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Path - Enclosure9 Traps to Avoid With Planning Tools: CFP Board - Enclosure33 Cheap Stocks to Buy in Q2: Morningstar - Enclosure
- Ultra-Rich Should Pay to Save Social Security: Pollon April 24, 2024 at 11:31 pm
More than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings. Related StoriesDebate: Should the Government Force Mega-RMDs on Massive Retirement Accounts? - EnclosureFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - EnclosureEd Slott: Final DOL Fiduciary Rule Goes 'All-in' on Rollovers - Enclosure
- 9 Traps to Avoid With Planning Tools: CFP Boardon April 24, 2024 at 10:14 pm
Advisors must know how their processes really work and how to fully protect their clients' private information. Related Stories33 Cheap Stocks to Buy in Q2: Morningstar - Enclosure10 States With the Most Income Tax Writeoffs - Enclosure7 Tips for Helping Clients Who Overspend: Advisors' Advice - Enclosure
- BlackRock Launches In-Plan Lifetime Income Programon April 24, 2024 at 9:34 pm
The asset manager is now offering Brighthouse and Equitable annuitization options through three big retirement plans. Related StoriesFiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL - EnclosureEd Slott: Final DOL Fiduciary Rule Goes 'All-in' on Rollovers - EnclosureFTC Issues Worker Non-Compete Ban - Enclosure
- Ex-CMO Sues Carson Group Over Handling of Sexual Assault: A Timelineon April 24, 2024 at 8:26 pm
The lawsuit is tied to a complex set of circumstances and conversations dating back to at least mid-2021. Related StoriesThe 2024 DOL Fiduciary Rule: A Timeline - Enclosure