MAY 5, 2018

DOL FIDUCIARY RULE

Diana Britton

The DOL missed the deadline to file for a rehearing in the Fifth Circuit Court of Appeals, meaning the Court’s decision to vacate the fiduciary rule stands.

RELATED: Last-Ditch Efforts by AARP, States to Save Fiduciary Rule Fail

FULL ARTICLE

INSURANCE

Underwriting Reefer Madness

Glenn M. Barnes

These are the ways marijuana use can impact your clients’ insurance premiums.

FULL ARTICLE

SPONSORED CONTENT

Visit the CyberSecurity Channel on WealthManagement.com

Sponsored by United Planners Financial Services

Get timely information and innovative solutions to diminish your risk of cyber-attacks.

INDUSTRY

Joe Duran: Financial Engines Deal Reinforces the Strength of Advisory Firm Margins

Diana Britton

The United Capital CEO says the deal between Financial Engines and Edelman confirms the rise of the bionic advisor.

FULL ARTICLE

INDUSTRY

LPL Retains 59 Percent of NPH Advisors, $75 Billion of AUM

Diana Britton

The firm was not able to transfer over a minimum of 72 percent in advisor production from NPH, so it won’t have to shell out a contingent payment.

FULL ARTICLE

LIVE LONG — AND PROSPER?

Timing Social Security: A (Very Personal) Review of Claiming Calculators

John Kador

Putting three commercial calculators through their paces to see which yields the best advice.

RELATED: Five Free Social Security Claiming Calculators

FULL ARTICLE

FIXED INCOME

Cash Is (Once Again) King

Dan Weil

Money market funds have benefited from the rise in interest rates; some say that makes them an attractive option for clients’ cash.

FULL ARTICLE

PROSPECTING

What Triggers the Affluent to Replace Their Advisor

Matt Oechsli

Dissatisfaction rarely results in an affluent investor searching for a new advisor.

FULL ARTICLE

HIGH NET WORTH