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A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.
March 12 -
A report from the Investments & Wealth Institute's journal explains the most important pending proposals from the SEC, the Labor Department and other regulators.
February 1 -
Possible threats to the pending proposal could play out in Congress and the courts before an increasingly consequential presidential race, an expert said.
January 31 -
The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.
January 22 -
The agency's potential retirement regulation got slammed at a congressional hearing and in thousands of industry-driven form letters calling for its withdrawal.
January 10 -
From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.
January 3 -
The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.
December 27 -
The testifying group includes the CFP Board, AARP, the Insured Retirement Institute, the Financial Services Institute, several academics and financial advisors.
December 11 -
A public hearing on the "retirement security rule" is set for next week as opponents call for more time and express concern about the potential impact.
December 7 -
While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.
November 22