| PLANADVISER National Conference Kicks Off in Orlando |
| The 2017 PLANADVISER National Conference kicked off Wednesday in Orlando! Get all the information you need on the agenda and on-site events here. We will publish ample coverage of the numerous panels and speakers over the coming week, so stay tuned!
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| IRA-to-IRA Transfers |
| Under the DOL fiduciary rule, it is a fiduciary act to recommend rollovers and transfers from an existing retirement account, including an IRA, to an IRA you advise. And, because the fiduciary advice results in compensation you would not have received absent the recommendation—namely, the advisory fee—it is a prohibited transaction.
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| Nevada's New Advice Standard |
| The Nevada law raises important conflict of laws and federal pre-emption issues, the former being a procedural dilemma calling for a court to sort out conflicting applicable laws of different jurisdictions, and the latter being the problem of whether, in this instance, federal law overrides the state’s. It also likely will impose additional compliance burdens on advisers who operate in Nevada.
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| Millennials Suffering from Serious Financial Anxiety |
| A variety of financial obstacles ranging from sticking to a budget to saving for the future are keeping Millennials up at night, according to a study by Wells Fargo.
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