Connect with:
Thursday, November 14, 2019
HomeSuggested Reading5 Articles for Your Weekend Reading List: July 27, 2018

5 Articles for Your Weekend Reading List: July 27, 2018

Here are five suggested articles to read this weekend:

1. Thoughts on Income and Wealth  – An interview featuring Dana Larsen of Senior Finance Advisor, a website dedicated to helping individuals plan for their wealth management goals and aligning them with advisors to do so. (Getting Your Financial Ducks In A Row)

2. The Efficiency Benefits Of Niching From The Start To Launch An Advisory Firm – The article dicusses challenges that financial advisors face when starting a new financial planning practice as well as ways of achieving success from the start. (Nerd’s Eye View | Kitces.com)

3. Good Communication May Help More Participants Meet the Match – Survey after survey seems to reflect the increasing number of retirement plan participants who are taking advantage of employer matching contributions to help them save more for their post-working years. (401ktv.com)

4. Bill Would Eviscerate ERISA Protections for Small Plan Participants – The Small Business Employees Retirement Enhancement Act, introduced July 17 by Sen. Tom Cotton (R-AR), includes provisions regarding multiple employer plans (MEPs), a type of employee benefit plan that can be maintained as a single plan in which two or more unrelated employers participate – a concept that has received bipartisan support on the Hill. (asppa.org)

5. DOL fiduciary rule can cause litigation risk from beyond the grave – Although the Labor Department’s fiduciary rule died in court in June, it can still cause litigation risk for firms that changed their policies to comply with the measure. (InvestmentNews)

 

No comments

leave a comment