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.

England Swings (Away from Annuities)

Until April 6, most Britons bought annuities with their DC savings. Now they can do as they wish with those ‘pension pots.’ BlackRock and AllianceBernstein see opportunity.

Six Ways to Dress Up QLACs

RIJ spoke with annuity manufacturers and distributors about their strategies for selling qualified longevity annuity contracts, which are deferred income annuities for IRA money. The favorite, but not unanimous, strategy is to emphasize reductions in RMDs.

Who’s Doing What with QLACs Now

The 'Tax-Free Ninja' is Eric Estrada, a marketer at a Houston-based insurance wholesaler. He's one of the young, social-media savvy entrepreneurs who are enthusiastic about the potential for selling Qualifying Longevity Annuity Contracts (QLACs).
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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.