The Department of Labor’s Fiduciary Rule – Three Issues to Consider if you Advise IRAs
By Guest Bloggers, Robert L. Sichel and Amanda M. Katlowitz of K&L Gates According to the Investment Company Institute, at the end of the first quarter of 2017, assets in IRAs...Read More
Crazy Question of the Day: Will Bitcoin Ever Be a Fiduciary Asset?
The mysterious Satoshi Nakamoto created Bitcoin (BTC), the first digital currency as a result of the 2008 financial crisis. Bitcoin blockchain is the first example of monetary system operating in...Read More
DOL Fiduciary Rule Best Interest Requirements: Creditor Protection in ERISA Plans
Is it important to factor in safety from creditors during a 401(k) rollover? How safe was the money in the 401(k) and how safe will it be in an IRA?...Read More
DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You
For those participating in the financial advice industry, it might seem like living out the movie Groundhog Day. Except instead of Bill Murray, the star of the movie is Alexander...Read More
Do I have to document best interest when doing rollovers?
How does the DOL Rule Affect Me? Do I have to document best interest when doing rollovers? Effective June 9, 2017, financial advisors who provide investment advice to retirement plan...Read More
What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys
What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys On May 22, Secretary of Labor Acosta confirmed something that...Read More