Politics and policy
Politics and policy
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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 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 -
Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.
January 4 -
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 arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.
December 28 -
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 Federal Open Market Committee meets Dec. 12 and 13 and in addition to their statement, they will issue a Summary of Economic Projections.
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How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.
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One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.
December 12 -
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 -
In remarks at a Goldman Sachs investor conference, Dan Arnold discussed the potential rule and shared his view of the industry's competitive landscape.
December 6 -
Moore v. U.S. could "basically get rid of, I don't know, a third of the tax code," former House Speaker Paul Ryan has said.
December 4 -
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 -
For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.
November 22 -
The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.
November 14 -
While academics and supporters of the "retirement security rule" proposal say the administration's numbers are valid, critics reject them. Here's what we know.
November 14 -
Acting Secretary of Labor Julie Su, President Biden and the AARP unveiled a major new potential regulation last week. Here's a sampling of what's in it.
November 7 -
From politics to practice management and a variety of planning strategies, the law is posing questions for financial advisors, tax professionals and their clients.
November 7 -


















