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RETIREMENT RETIREMENT PLANNING MAR 26, 2017
Change in Washington shouldn't include cutting tax deferrals

Removing the tax savings element of workplace retirement plans would surely make saving less appealing.

NEWS OPINION MAR 19, 2017
Discrimination against women advisers via harsher punishment must stop

This black eye for the industry cannot continue

NEWS REGULATION AND LEGISLATION MAR 12, 2017
DOL must put the fiduciary delay to good use, integrate past work

We think advisers deserve better than the perpetual runaround.

NEWS REGULATION AND LEGISLATION MAR 05, 2017
The accredited investor rule should be redefined, not erased

If nothing else, the dollar amounts should be adjusted for inflation.

RETIREMENT RETIREMENT PLANNING FEB 26, 2017
State, local auto-IRA initiatives benefit 'forgotten' workers

Automatic-enrollment IRA programs would encourage employees to save for retirement.

NEWS RIAS FEB 17, 2017
It's up to advisers to know their custodial status

It's all too easy for financial advisers to find themselves unwittingly defined as custodians of their clients' assets.

YOUR PRACTICE FINTECH FEB 10, 2017
This is an Investment News Scriba test by Bob Allen

This is the summary that goes with the Investment News Scriba test by Bob Allen