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Top Industry Articles
Compliance
‘Secure Act 2.0’ Likely to Become a Reality
Retirement Plan Execs Confident Senate Will Pass the Bill Into Law
June 4, 2021
Compliance
10th Circuit Affirms Great-West Fee Suit Dismissal
The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”
July 30, 2021
exclusives
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
July 27, 2021
exclusives
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
July 27, 2021
Data & Research
The Future of Health Care—and What It Means for Retirement Planning
As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.
August 2, 2021
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Mutual Fund Analysis
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