| Technical Updates to Fiduciary Rule ‘BIC’ Published by DOL |
| The DOL published a pretty substantial list of technical corrections to the Best-Interest Contract Exemption—including mostly minor clarifications but also a few potentially substantial adjustments.
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| Thoughts on Advice Models After a Career in Software |
| It’s not just investment gurus and behavioral scientists who have big ideas about helping individuals and institutions prepare for the financial future.
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| BlackRock Index Measures Cost Spike for Deferred Retirement Income |
| Correlation does not always imply causation, especially in finance, but you can count among the peripheral consequences of ‘Brexit’ a serious spike in the price of future retirement income.
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| Most Americans Have Not Done Much Retirement Planning |
| The majority of Americans do not appear to have done much retirement planning, according to FINRA’s report, “Financial Capability in the United States 2016.” According to the research, the percentages of those who have planned for retirement or have a retirement account are little changed since 2009.
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