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The SECURE Act could mean big changes for advisers

If the legislation passes, advisers would have more opportunities to offer lifetime income options to plan sponsors and participants.


IRS delivers ‘game changer’ for fee-based annuities

Agency issued a private letter ruling to Nationwide indicating that pulling an advisory fee from the annuity doesn't create a taxable event.


Texas 403(b) law causes adviser concern over investor protection

Law taking effect Sept. 1 eliminates fee caps in place on some retirement products for teachers.


New York best interest rule for annuity, life insurance sales upheld by state court

Regulation's language is similar to that of the Department of Labor's fiduciary rule.


Budget agreement leaves SECURE Act by wayside

Senate vote on retirement-savings measure not likely this month, so supporters ready push for fall.


Longevity planning will be a central mission for advisers of the future

Clients are living longer, and advisers will need to help them avoid outliving their money.


Adviser compensation is the challenge with fee-based annuities

Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients.


Cetera, Allianz and Capital Group partner on retirement income technology

The new tool will generate a basic income plan that combines guaranteed fixed annuities and traditional asset management models.


Judge rejects Ohio National motion to throw out case involving variable annuity commissions

LPL broker Lance Browning alleges the insurer acted unlawfully last year when it terminated certain trail commissions.


TIAA exits the life insurance business

The move is a big deal for RIAs, experts say, since TIAA was one of only a few insurers to offer fee-only life policies.


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