Find the latest industry news below.

  • The 3 Stages of Retirement Planning
    on 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 Changes
    on 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 Americans
    on 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 Picture
    on 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' Clout
    on 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 Definition
    on 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 Record
    on 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 $2.7B
    on 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 Path
    on 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 Ban
    on 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 Excuses
    on 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: Poll
    on 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 Board
    on 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 Program
    on 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 Timeline
    on 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