WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 20, 2018

Lawsuit Appellants: State Case Against Scottrade Highlights Why DOL Rule Needs to Go

The plaintiffs, which include SIFMA, the Financial Services Institute, and the Insured Retirement Institute, argue that the Scottrade case highlights firms' undue risk of facing fractured, state-by-state enforcement under the DOL rule.

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Don’t Own A Gun? Maybe Your Fund Does

It’s not always easy to find out.

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The Afterlife of an IRA

Advisors can help boost the value of inherited retirement benefits.

FULL ARTICLE