Retirement strategies »

Mark Massie
Personal Pensions Simplified
Article posted by Mark Massie
Deferred Income Annuities (DIAs) have been getting a lot of attention lately with surprising increases in sales volume from fiduciaries, bank distribution, RIAs and even independent advisors. What's the appeal?

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Retirement plans »

Allison Bell
Employers face ACA Social Security number reporting snarl
Article posted by Allison Bell
NAHU wants the IRS to have mercy on sponsors of fully insured plans

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Regulatory »

Warren Hersch
Survey: Most advisors expect rise in DOL compliance costs
Article posted by Warren Hersch
Nearly three-quarters of national sales managers at asset management firms polled by Cerulli agree that the fiduciary rule will result in a dip in compensation.

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Economy »

Nick Thornton
ERISA attorneys dismiss rumors of DOL fiduciary rule delay
Article posted by Nick Thornton
But the presidential election could affect the fate of the fiduciary rule

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Investments »

Michael Markey
Here’s how Dave Ramsey racked up billions in listener losses
Article posted by Michael Markey
On August 4th while listening to “The Dave Ramsey Show,” I wondered how the host, in about two minutes time, could unknowingly cause so much damage.

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