Retirement

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William Byrnes
State crackdown on annuities sharpens suitability issues for advisors
Article posted by William H. Byrnes, Esq.
Newly issued New York regulatory guidance highlights the fact that explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.

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Regulatory »

Melanie Waddell
DOL Fiduciary Rule could be halted 'within days' of inauguration
Article posted by Melanie Waddell
The Department of Labor’s fiduciary rule could be delayed “within days” of the new administration through action taken by Labor, instructions from the White House, or pending court cases.

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Investments »

Marlene Satter
7 top workplace benefit trends for 2017
Article posted by Marlene Y. Satter
Retirement, and the retirement plan industry, are both in flux, as workers struggle to save enough, employers look for ways to make them more successful at doing so and regulations change the way retirement plans and advisors work.

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Economy »

Marlene Satter
10 states losing the most retirees
Article posted by Marlene Y. Satter
When it comes to retirement, people look for a range of factors in where they’re going to live, such as cost of living (how far will that retirement check stretch?) to safety, health, weather and proximity to family or cultural and/or sporting activities.

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Retirement plans »

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