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Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.
February 9 -
The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.
February 9
- Money Management Executive
A Northern Lights Distributors executive discusses marketing and distribution challenges facing managers in the year ahead.
February 9
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The new proposals may end up being the best thing that ever happened to ETNs.
February 9 - PH
Half of plan investors don't understand how professionally managed accounts actually work, according to a new study by Fidelity.
February 9 - PH
The new proposals may end up being the best thing that ever happened to ETNs.
February 9 - PH
The final figure will depend on how many advisors move with the brokerage unit of Deutsche Asset & Wealth Management.
February 9 -
An advisor encourages her client to take advantage of ex-spousal benefits even though the client didnt want anything to do with her ex.
February 9 -
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."
February 9 -
These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.
February 8
