Weekday news and analysis for retirement plan advisers

Thursday, April 25, 2024 Exclusives | Awards | Research | Events

Data & Research Surprising Retirement Considerations Aging Americans need guidance on some often-unexplored retirement challenges, Hearts & Wallets finds. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Breaking Down the DOL’s Fiduciary Rule The final rule explicitly excludes educational materials and at least one trigger for fiduciary status, but most of the original proposal was finalized.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Advisor360 Names Mike Fanning CEO Fanning will succeed Richard Napolitano effective May 1.

Investor Confidence Remains High as Election, Inflation Bring Unease Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.

Plan Adviser of the Year Finalist Profiles: Efforts in Diversity, Equity and Inclusion Hear from finalists that stand out for their success in addressing the financial services industry’s clear and present diversity problem, with a particular focus on creating equitable and fair workplaces.

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