Would the DoL Proposal Deny Advice to the Masses?

Forcing commissioned brokers and agents to act like fiduciaries would deprive middle-class investors of access to financial advice, critics of Labor's proposal argue. Maybe. It would almost certainly deprive advisors of access to investors.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
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Today’s Dark Lords of Finance

"At some point, a real market correction will arrive. And when it does, pension funds and insurance companies will be more exposed than ever before to volatility in the equity markets," writes Friedman, the Group CEO of GAM Holding.
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Would the DoL Proposal Deny Advice to the Masses?

Forcing commissioned brokers and agents to act like fiduciaries would deprive middle-class investors of access to financial advice, critics of Labor's proposal argue. Maybe. It would almost certainly deprive advisors of access to investors.