| Final Fiduciary Rule Still Favors Level-Fee Work |
| Even with some significant softening by the Department of Labor and a more workable Best Interest Contract exemption, the new fiduciary rule is sure to drive more level-fee business for plan advisers and their service provider partners.
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| Financial Wellness Definition Must Consider Emotion |
| An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”
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| Americans' Inflation Concerns Often Overestimated |
| Nearly half of Americans say they are “very concerned” or “terrified” that the rising cost of living will affect their retirement plans, according to a survey from the Allianz Life Insurance Co. of North America.
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| Baby Boomers' Retirement Confidence Decreasing |
| When asked how they will pay for living expenses if financial resources are depleted, most Boomers say they will try to rely solely on Social Security, and more than half say they will try to return to work.
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