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The DoL rule has contributed to both the overall drop and a market shift, say LIMRA experts.
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Richard Riese is principal of SMAART.Consulting. He is a former federal regulator and banking industry association advocate.
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These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.
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IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.
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As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.
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Pete Desai is chief operating officer of BioIQ, a software company that offers health plans, employers and other organizations a technology platform to simplify management of health testing, screening and wellness programs. Pete can be reached at pdesai@bioiq.com.
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Some firms are hiring more analysts and salesmen in hopes for a windfall from the rules.
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Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.
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Guy Greenberg is the co-founder and president atCoolaData , a leading behavioral analytics platform. Before founding Cooladata, he was the co-founder and CEO of Gilon Business Insight, which was acquired by Ness Technologies in 2010. At Ness Technologies, Guy served as senior vice president for global BI and big data, where he worked with some of the largest corporations in the world. With over 20 years of experience in big data and startups, he is an active angel investor and adviser of several big data startups.August 31









