Legal Defenses

Will the financial services industry sue the Department of Labor if it doesn't like the final wording of the fiduciary rule? And if it does, what happens next? Four attorneys--Bruce Ashton, Mercer Bullard, Tom Clark, and Steve Saxon, share their views.

Beware the ‘Specialized’ ETFs

In this month's Research Roundup, RIJ shares four recent academic papers on the proliferation of ETFs, the danger (or not) of national debt, rational inflation expectations, and the impact of recent changes in RMD rules.

Jackson National Puts Its Future in Veteran Hands

Laura Prieskorn (left) and Marcia Wadsten are the new CEO and CFO of Jackson National Life. The leading seller of variable annuities in the US is in the process of demerging from its long-time British owner, Prudential plc.

Which ‘Dependency Ratio’ Should We Use?

Economists typically use the 'aged dependency ratio' to show the burden of the Social Security program on workers. But the 'total dependency ratio' might be more informative. (Photo by Johann Walter Bantz.)
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DFA and S&P Collaborate on STRIDE Index

STRIDE stands for Shift To Retirement Income and DEcumulation. 'We see the index as an appropriate benchmark for the transition from wealth accumulation to income,' said Philip Murphy, vice president at S&P Dow Jones Indices.

Comment: Oracle and Others Sued by Schlichter

'There has been an uptick in the number of ERISA fiduciary breach lawsuits filed in the last few months,' writes Clark at the FRAplantools blog. He comments on four cases filed by plaintiffs attorney Jerry Schlichter, including one against Oracle Corp.
News

Legal Defenses

Will the financial services industry sue the Department of Labor if it doesn't like the final wording of the fiduciary rule? And if it does, what happens next? Four attorneys--Bruce Ashton, Mercer Bullard, Tom Clark, and Steve Saxon, share their views.

Honorable Mention

Brief or late-breaking items from Starburst/Wealthbox, LIMRA, T. Rowe Price, and Sumitomo Life/Symetra.