We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities. Join us at our new venue in Arizona!
Speakers and attendees at the event, which drew some 200 leading female advisers from across Edward Jones, emphasized the importance of mentorship and providing a robust support structure for new advisory professionals.
The firms are brining equity compensation and retirement planning into a single user experience.
INSIDE THE MAGAZINE PLANADVISER January/February
The high court decided that a court in Puerto Rico had no jurisdiction to order the seizure of property from Catholic entities in order to fulfill a court judgment to pay $4.7 million in pension benefits.
The plaintiffs allege Hilton is not using an elapsed time method dictated by a prior court decision.
“The use of mortality data that is over 40 years old could, plausibly, be unreasonable,” the ruling states.
The new regulations, which go into effect on March 6, will require broker/dealers and their agents to provide investment advice and recommendations 'without regard to the interests of anyone but the customer.'
The Department of Labor brought the underlying case and has argued successfully in opposition to the defendants’ dismissal motion, which has now been denied.
One source says the discount brokerage industry of the previous decade is being “merged away,” and that this latest M&A transaction could raise anti-trust scrutiny on other ongoing deals.
Retirees sued for denial of benefits, claiming Delta was wrong to offset their pension payments by a workers' compensation settlement they received.
Advisers will play an important role in helping plan sponsors perform their due diligence and helping participants accept annuities.