A Two-Headed Nightmare: The Robos and the DOL

The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a final wake-up call.

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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Inspiring Economic Growth

The Nobel Prize-winning Yale economist believes that a big, inspiring fiscal stimulus, akin to the 1960s space program of the 1960s, might cure what ails America.
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A Two-Headed Nightmare: The Robos and the DOL

The Amazon-ification of financial services will eventually disintermediate tens of thousands of financial salespeople. If you didn't get the memo already, consider the conflict-of-interest proposal a final wake-up call.

Statute-of-limitations is flexible for ERISA suits: Supreme Court

This article, which comments on the Supreme Court's ruling this week on the ERISA excessive fee case of Tibble v. Edison, is excerpted from the Wagner Law Firm's Fiduciary Matters Blog. It was written by one of the firm's attorneys, Tom Clark.