WealthManagment.com Daily Memo
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Wealth Management Daily Memo

SEPTEMBER 1, 2020

RETIREMENT PLANNING

Trump Plan to Block Green 401(k)s Stirs Fund Industry Fury

Tim Quinson

Fidelity Investments says the Labor Department proposal isn’t “well grounded or supported.”

FULL ARTICLE

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INSURANCE

Do Life Insurance Dividends and Crediting Rates Mean Anything?

Bill Boersma

It’s time to separate fact from fiction.

FULL ARTICLE

WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Navigating the New Norm - Post Pandemic

Sponsored by SPS Family

As states begin to reopen and the economy resets to "the new norm," what does that mean, what does that look like, and where do we go from here?

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INDUSTRY

Are You Ready for the 2020 WealthManagement.com Industry Awards?

WealthManagement.com Staff

The 2020 WealthManagement.com Industry Awards will be held virtually for the first time on Sept. 10.

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REGULATION AND COMPLIANCE

Massachusetts Starts Enforcing Its Fiduciary Rule

Patrick Donachie

Industry stakeholders are now looking to Massachusetts to see how aggressively the state enforces the rule and gain insight into how other states may follow suit.

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SPONSORED CONTENT

Dynamic Retirement Income Assistance

Sponsored by Securian Financial

A personalized retirement income solution for employees of all ages.

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