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1. • DOL Finalizes Plans for Fiduciary-Only Regime - PR.com

     PR.com· 6 days ago

     As a result, financial services professionals face a new regulatory regime that imposes a blanket fiduciary threshold for recommending an annuity in a rollover transaction ...

2. • 

     The Rules for RMDs Are Complicated. They Have Changed Yet Again.

     Barrons.com· 2 days ago

     If you have inherited retirement assets, have a Roth 401(k) or want to give retirement money to...

3. • DOL Fiduciary Rule 2024: What It Means for Investors

     Morningstar· 3 days ago

     Knowing whether your financial advice is coming from a trusted professional or someone akin to a car salesman may soon become easier. This week, the Department of Labor published the Retirement ...

4. • 

     Structured Protection ETFs™: Gain Greater Risk Control Over Equity Markets

     WealthManagement.com· 6 days ago

     The sharp rise in interest rates is driving a record amount of investor dollars into cash products...

5. • Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor

     ThinkAdvisor· 4 days ago

     Seth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...

6. • 

     What is the true cost of the UK state pension?

     Yahoo Finance UK· 7 days ago

     If you want to get a sense of the true value of the state pension, then you can look at how much you would need to save into your own pension to match...

7. • New retirement security final rule will protect workers from improper advice and investments, DOL...

     HR Dive· 6 days ago

     The U.S. Department of Labor finalized a retirement security rule that updates the definition of an investment advice fiduciary under the Employee Retirement Income Security Act and Internal ...

8. • 

     Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.

     Barrons.com· 4 days ago

     FEATURE About the author: Kevin R. Keller is chief executive of the CFP Board, the body that sets...

9. • Principal Financial Group Inc (PFG) (Q1 2024) Earnings Call Transcript Highlights: Strong ...

     GuruFocus.com via Yahoo Finance· 2 days ago

     The alts portfolio may show more quarterly volatility, but we anticipate a return closer to our 8% to 9% target. Q: With higher interest rates, is there any consideration of reentering the retail ...

10. • 

      Is your financial adviser on your side? There are new rules for managing retirement savings — why...

      Market Watch· 3 days ago

      “The ideological belief is that you can’t trust people to give good advice within the client’s best...