DOL Fiduciary Defenses Prevail In District Courts, But Does It Matter? |
A series of recent district court decisions show strong deference for the DOL’s right to promulgate a more aggressive fiduciary standard—how relevant the decisions will remain under President Trump is still anyone’s guess.
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Conservative Investors More Likely to Say Trump Presidency Will Help Portfolios |
Nearly 70% of conservative investors think the new administration will benefit their portfolio, but only 30% of liberals think so. However, both are nearly equally likely to make changes to their portfolio in reaction to the new president.
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From the Magazine: Leveraging Provider Resources |
Retirement plan advisers who strive to develop proprietary tools may very well be overlooking a wealth of resources available from their many providers.
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Retirees in the West and Northeast Spend the Most |
Looking at those between the ages of 50 and 64 living in New England, they spend nearly 2.5 times the amount on housing than those in the West South Central region.
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