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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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In another signal that brokers risk impairing their livelihood for failing to follow their firm’s internal policies, the Financial Industry Regulatory Authority has suspended for a year a former Merrill Lynch broker who allegedly lied to the firm about accepting money...

source: Advisor Hub

As hard as financial institutions have been working to implement the fiduciary rule, the toughest part is yet to come: explaining it to customers. Between 25 percent to 50 percent of investment consumers, depending on the segment, have never heard of the rule, and those...

source: Bank Investment Consultant

Financial advisors got some direction from the Labor Department on what to expect if the agency is unable to sort out the delay of its fiduciary rule ahead of its April 10 implementation date. The Department of Labor March 10 issued a field assistance bulletin that sets...

source: Bloomberg

The Department of Labor announced a temporary enforcement policy meant to avoid confusion over a proposal to delay its fiduciary rule. On March 2, the DOL proposed a rule that would delay the fiduciary rule implementation date (April 10) by 60 days. That will give the agency...

source: WealthManagement.com

It’s harder for U.S. ETF investors to play the recent surge in international stocks than you might think. Reversing years of mediocre returns, stock markets outside the U.S. gained 16.7 percent in the 12 months that ended on Feb. 28, based on the S&P Global Broad Market...

source: Financial Planning

One account may make all the difference in Americans’ retirement confidence, according to a new study. Investors who own IRAs are significantly more comfortable with their retirement preparations than those who aren’t, according to an annual study from TIAA....

source: Financial Advisor


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