Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Valerie Brown, former CEO of Cetera Financial Group, will join Advisor Group as executive chairman of the board.
Changes will be felt most markedly in the retail market, where investors will serve as their own enforcement agents.
Retirement plan advisers have an easier path to advising on rollovers and working with small 401(k) plans.
The SEC had a mandate to set a fiduciary standard, but failed to do so before the DOL.
Only one firm, MetLife, posted any substantial gains, as market volatility and fixed indexed annuities cut into VA business.
The retail audience has been a much more popular route for these longevity annuity products.
The Labor Department cleared the last step in the regulatory process before release of its final rule.
Professional financial advisers weigh in on the best ways to use refunds appropriately.
Stan "The Annuity Man" Haithcock heads a new direct-to-consumer website providing annuity quotes and comparisons.
The proposed rule could give brokers an upper hand with respect to rollovers when compared to some fiduciary 401(k) advisers.
