3 Mark Financial Blog

Vanguard’s John Bogle: Ready or not, an expanded fiduciary rule is coming

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The new rule represents an important reflection of regulatory…
3 Mark Financial Blog

Happy Anniversary, 101(j)

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Welcome to the Advanced Markets Minute in audio form. Today’s…
3 Mark Financial Blog

Got a fiduciary question? DoL to issue FAQs soon

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BALTIMORE — Advisers perplexed by the ins and outs of the Department…
3 Mark Financial Blog

Small Social Security cost-of-living adjustment likely for 2017

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Although we are still a month away from an official announcement…
3 Mark Financial Blog

Kitces: A closing window for estate-tax planners

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For the past 15 years, Family Limited Partnerships or Family…
3 Mark Financial Blog

The Longevity Paradox

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By many measures, Stanley and June Blum have an ideal retirement.…
3 Mark Financial Blog

MetLife U.S. retail unit rebranding as Brighthouse Financial

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MetLife Inc., the New York-based insurer that traces its roots…
3 Mark Financial Blog

Insurers developing fee-based fixed-indexed annuities post-DOL fiduciary rule

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Allianz, Voya, Symetra and Lincoln Financial are forging ahead…
3 Mark Financial Blog

Inside John Hancock’s big IBD bet

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Others may see a clouded outlook for the turbulent independent…
3 Mark Financial Blog

Microsoft-LinkedIn deal may help advisers, but compliance fears loom

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Now that Microsoft has acquired the professional networking platform…