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August 31, 2015
Are Treasury's AML rules for advisors a waste of time?
IAA is assessing Treasury’s proposed rules ‘with an eye toward whether the expected benefits of the proposed regulation justify its compliance costs.'... Full Story
News from ThinkAdvisor

August 31, 2015
Investment returns down at private, community foundations in 2014
Report says grant making increased for majority of institutions.... Full Story
News from ThinkAdvisor

August 31, 2015
Small-business 401(k) follow large-plan trends: Vanguard
Small-business plans aren’t too different from their larger counterparts, according to Vanguard’s small business 401(k) service.... Full Story
News from ThinkAdvisor

August 31, 2015
Is going robo the secret to growing your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how — and whether — to use robo-advice to get more clients.... Full Story
News from ThinkAdvisor

August 31, 2015
High quality stocks selling at bargain prices: Morningstar
There are more high quality stocks selling at prices below their fair value than there have been for the last three years, according to Morningstar.... Full Story
News from ThinkAdvisor

August 31, 2015
Specialty drug costs to jump 23%
The cost of prescription drugs has risen steadily over the past decade and shows no sign of stopping.... Full Story
News from BenefitsPro

August 31, 2015
Life insurance premiums going up
Life is expensive these days — especially if it's insured.... Full Story
News from BenefitsPro

August 28, 2015
"John Olsen's Guide to Annuities for the Consumer"
My newest book, "John Olsen's Guide to Annuities for the Consumer" is now available as an e-book on Amazon.... Full Story
Press Release from John L. Olsen, CLU, ChFC, AEP

August 28, 2015
EBRI modeling shows QLACs boost retirement readiness
Qualified longevity annuity contracts have the potential to significantly increase some 401(k) participants’ retirement readiness, according to new research.... Full Story
News from BenefitsPro

August 28, 2015
No Social Security COLA in 2016: Higher Medicare premiums for your clients
Center for Retirement Research points out that some retirees will bear the brunt of higher Medicare Part B premiums.... Full Story
News from ThinkAdvisor

August 28, 2015
Northern Trust hires ex-Mercer exec, behavorial finance expert
Bailey named new global head of defined contribution; Pang becomes senior behavioral specialist.... Full Story
News from ThinkAdvisor

August 28, 2015
PayPal, Amazon could give banks and credit unions a run for their money
Younger consumers increasingly demand mobile and digital services.... Full Story
News from ThinkAdvisor

August 28, 2015
Herbers: Why advisors’ profits are falling
Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t.'... Full Story
News from ThinkAdvisor

August 28, 2015
PPACA premiums rise 9.2 percent in Florida
A few weeks ago supporters of the Patient Protection and Affordable Care Act were touting the good news that premiums for plans on California's state-created insurance market would only increase 4 percent next year.... Full Story
News from BenefitsPro

August 28, 2015
Cash balance plans expected to surge
Actuaries who work with defined benefit and cash balance/hybrid plans are anticipating a surge in the latter, according to a new survey.... Full Story
News from BenefitsPro

August 28, 2015
Whistleblowers vindicated after consent judgment
A whistleblower and two others are compensated for lost wages and damages after DOL wins consent judgement.... Full Story
News from BenefitsPro

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