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.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.

Marshmallows and Social Security

Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans.
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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.