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ross-marino

Interview: Ross Marino, Rekon Intelligence

When I started my own practice in 2010, one of my goals was to help financial advisors with their pr...

lpl_nasdaq

LPL Up For Sale? Do We Think Why?

According to anonymous sources speaking to Reuters, LPL Financial is exploring strategic alternative...

merill

Merill’s End of Commission IRAs is going to be a game changer

In a move that will shake the broker-dealer and retirement plan industries, Merill Lynch’s decided...

scott-stringer

NYC announced plan for a 401(k) MEP

New York City Comptroller Scott M. Stringer announced a three-pronged solution to expand retirement ...

unintended-consequences

The Unintended Consequences of The Fiduciary Rule #2: It won’t roll over, it will stay put

When you’re a fiduciary, you have the highest duty of care in law and equity. Your financial needs...

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Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (MEPs) espec...

chicken-little

The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someone screamin...

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$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest plan to b...

chuckhammond

Interview: Chuck Hammond, The 401(k) Study Group

A big part of my practice as an ERISA attorney is helping out financial advisors around the country ...