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We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via Yahoo Finance· 3 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
Is your financial adviser on your side? There are new rules for managing retirement savings — why...
Market Watch· 8 hours ago“The ideological belief is that you can’t trust people to give good advice within the client’s best...
DOL's new fiduciary rule is out
InvestmentNews· 3 days agoThe Department of Labor’s new fiduciary rule today is out, an overhaul of a 1975 regulation that the insurance industry has fought tooth and nail, as it...
Eric Henderson Retiring as Head of Nationwide’s Annuity Business | PLANADVISER
PLANADVISER· 3 days agoThe head of Nationwide’s annuity business, Eric Henderson, will be departing the firm at the end of the year after nearly four-decades at the company, according to a Tuesday ...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 1 day agoFEATURE About the author: Kevin R. Keller is chief executive of the CFP Board, the body that sets...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 1 day agoSeth 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 ...
Opinion: Fixed electricity fee is not 'progressive' — it's a gift to the state's utilities
U-T San Diego· 4 days agoRe “Ending regressive energy billing practices is a good idea” (April 14): Labeling this new “fixed...
Nationwide’s Eric Henderson set to step down - InvestmentNews
InvestmentNews· 3 days agoNationwide, the financial product provider and retirement industry giant, has announced a the...
DOL Finalizes Plans for Fiduciary-Only Regime - PR.com
PR.com· 3 days agoAs a result, financial services professionals face a new regulatory regime that imposes a blanket fiduciary threshold for recommending an annuity in a rollover transaction ...
What Awaits Principal Financial (PFG) This Earnings Season?
Zacks via Yahoo Finance· 5 days agoPrincipal Financial's (PFG) Q1 results are likely to reflect higher average invested assets in fixed...