At IRI Legal Conference, Lawyers Parse the “Fiduciary Rule”

The Department of Labor decided not to send an invited panelist the Insured Retirement Institute's Government, Legal and Regulatory Conference on Monday--perhaps because the IRI is party to a federal lawsuit calling for the annulment of the DOL's "fiduciary rule."

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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Where the Fiduciary Puck is Headed

'As a practical matter, the DOL rule killed the business of single product sales, and ushered in an era based on process,' said David Macchia, founder of Wealth2k, in a timely webinar this week. Highlights of the webinar are summarized here.
News

At IRI Legal Conference, Lawyers Parse the “Fiduciary Rule”

The Department of Labor decided not to send an invited panelist the Insured Retirement Institute's Government, Legal and Regulatory Conference on Monday--perhaps because the IRI is party to a federal lawsuit calling for the annulment of the DOL's "fiduciary rule."

Here’s your copy of NAFA’s suit against the DOL

The National Association of Fixed Annuities' suit asks the federal court in the District of Columbia to vacate the DOL’s new fiduciary or conflict-of-interest rule, which could make it harder for insurance agents to sell indexed annuities to IRA owners.