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Archive for category: uncategorized

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

September 28, 2016
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The new rule represents an important reflection of regulatory…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-09-28 08:17:322016-09-28 08:17:32Vanguard’s John Bogle: Ready or not, an expanded fiduciary rule is coming

Happy Anniversary, 101(j)

September 24, 2016
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Welcome to the Advanced Markets Minute in audio form. Today’s…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-09-24 08:41:352016-09-24 08:41:35Happy Anniversary, 101(j)

Got a fiduciary question? DoL to issue FAQs soon

September 21, 2016
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BALTIMORE — Advisers perplexed by the ins and outs of the Department…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-09-21 07:55:002016-09-21 07:55:00Got a fiduciary question? DoL to issue FAQs soon

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

September 13, 2016
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Although we are still a month away from an official announcement…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-09-13 09:24:082016-09-13 09:24:08Small Social Security cost-of-living adjustment likely for 2017

Kitces: A closing window for estate-tax planners

September 13, 2016
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For the past 15 years, Family Limited Partnerships or Family…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-09-13 07:43:142016-09-13 07:43:14Kitces: A closing window for estate-tax planners

The Longevity Paradox

August 22, 2016
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By many measures, Stanley and June Blum have an ideal retirement.…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-08-22 13:02:272016-08-22 13:02:27The Longevity Paradox

MetLife U.S. retail unit rebranding as Brighthouse Financial

July 22, 2016
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MetLife Inc., the New York-based insurer that traces its roots…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-07-22 08:39:232016-07-22 08:39:23MetLife U.S. retail unit rebranding as Brighthouse Financial

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

July 18, 2016
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Allianz, Voya, Symetra and Lincoln Financial are forging ahead…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-07-18 10:44:152016-07-18 10:44:15Insurers developing fee-based fixed-indexed annuities post-DOL fiduciary rule

Inside John Hancock’s big IBD bet

July 12, 2016
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Others may see a clouded outlook for the turbulent independent…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-07-12 10:13:152016-07-12 10:13:15Inside John Hancock’s big IBD bet

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

July 12, 2016
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Now that Microsoft has acquired the professional networking platform…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2016-07-12 10:06:492016-07-12 10:06:49Microsoft-LinkedIn deal may help advisers, but compliance fears loom
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