<img height="1" width="1" alt="" style="display:none" src="https://www.facebook.com/tr?ev=6038855580069&amp;cd[value]=0.00&amp;cd[currency]=INR&amp;noscript=1">
Search:

Thought Leadership in Action

10 Ways the Secure Act Will Impact Retirement Savings

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It went into effect on January 1, 2020, and brings significant changes for retirement and other financial planning. This new law does several things that will affect consumer’s ability to save money for retirement and influence how they use the funds over time. Here are th...

Read More

5 Things Advisers Need to Know About the Fiduciary Rule in 2020

An Obama-era regulation that required all advisers working on retirement accounts to act as fiduciaries was overturned in court last year, but questions remain about what shape the proposal may still take moving forward. The rule created by the U.S. Labor Department required that broker-dealers consider only the client’s best interests — rather than commissions or fees — when providing r...

Read More

Negative Superlatives and the Market’s Drop

Don’t let attention-grabbing headlines steer your long-term financial plan. Almost any global happening can spur you to sell investment positions or put off investing new dollars. And the recent headlines that scream “Stock Markets Jolted and Suffer 2nd Worst Drop in 2019” or “The Recession is Coming, the Recession is Coming” or “The Yield Curve Inverted, The Yield Curve Inverted” absolu...

Read More

What We Know — and Don't Know — About the Fiduciary Rule for Advisers

A deregulation-focused presidential administration and a federal court ruling have led to plenty of people writing the obituary for a controversial federal rule that required all advisers working on retirement accounts to act as fiduciaries for their clients. But the battle over the so-called fiduciary rule continues to play out in the investment industry and among state policymakers, pr...

Read More

Like what you see?

Subscribe to our Ebix blog or curate your subscriptions for the most relevant content and never miss a single article! Industry driven thought leadership delivered straight to your inbox with the click of a button. What could be easier?

Subscribe