DOL Fiduciary Rule

June 12, 2017

WSJ Wealth Adviser Briefing: Fiduciary Rule’s Impact By Michael…

May 31, 2017

May 25, 2017 - The Department of Labor announced there will be…

May 31, 2017

Secretary Acosta Allows Partial Applicability as of June 9 Issue:…

May 26, 2017

Department of Labor Secretary Acosta confirmed on Monday that…

March 23, 2017

WSJ Wealth Adviser Briefing: Labor Nominee on the Fiduciary Rule By Brian…

March 6, 2017

WSJ Wealth Adviser Briefing: Fiduciary Rule Delayed By Brian…

February 3, 2017

President Donald Trump ( Read More) is expected to sign a directive…

January 27, 2017

One of my (read more) most memorable years in the annuity business…

January 26, 2017

President Donald Trump’s (read more) executive order to delay…

January 20, 2017

Wealth Adviser Daily Briefing: Annuities Offered a Fiduciary…