Updated Sunday, April 19, 2015 as of 6:58 AM ET
Is Your Rollover Business at Risk Under Fiduciary Plan?
Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry.
More in Retirement Planning
Advocates for a new, stricter standard say momentum is on their side, while opponents argue that the rule-making process is too hasty. more »
The much-anticipated DoL proposal extends a fiduciary standard to thousands of brokers and advisors providing investment advice on retirement accounts without barring certain types of compensation. But details on enforcement are still forthcoming. more »
New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust. more »
Despite fears of rising interest rates, long-term Treasury bonds are worth considering. more »
Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors. more »
The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014. more »
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service. more »
The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1. more »
Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers. more »
There’s a gap between the White House and Wall Street’s main regulator over a push to tighten broker rules. To the investment industry, it’s an opening to exploit. more »
Some strategies aimed at reducing a client's FICA tax burden could actually sabotage future Social Security earnings. Here's what advisors must understand. more »
Learn how to earn money through IRA rollover options; higher earners should be aware of six mistakes that could result in higher costs and taxes; plus cheaper retirement plans for small firms with help of a new tech startup? more »
The 101 most popular funds for retirement savings; the importance of rebalancing portfolios to avoid moving stocks in bear markets; and how investors can put money into annuities and IRAs when a 401(K) isn't enough. more »
The April Issue is now online!


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