XYPN: Retirement Bill Provision 'Discriminates' Against Indie Advisors

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AUGUST 19, 2021

RETIREMENT PLANNING

XYPN Argues Retirement Bill Provision 'Discriminates' Against Indie Advisors

Patrick Donachie

In a statement before the Senate Finance Committee, XYPN co-founders Michael Kitces and Alan Moore say a provision in the Retirement Security and Savings Act would unfairly benefit recordkeepers and could result in conflicted advice.

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REGULATION AND COMPLIANCE

SoFi Sued by SEC Over Conflicts of Interest in Proprietary ETFs

Matt Robinson

SoFi moved client assets without properly taking into account the tax consequences for its clients, according to the SEC.

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2021 MID-YEAR OUTLOOK

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