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Fiduciary

Major Financial Players Lobby Around Obama’s Investment Rules

News Item

In the months since President Obama announced his support for new retirement investment rules that would stop advisers from pushing high-fee plans on small-fry American investors, several major financial organizations have lobbied hard on a bill that would undermine the commander in chief’s agenda, according to recently released lobbying records for the first quarter of the year.

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Why Labor Department Gets a Say on IRA Advice

News Item

Individual retirement accounts are a creation of tax law, with rules spelled out by the Internal Revenue Service. Now the Labor Department, which oversees workplace retirement plans, is weighing in—proposing new rules for brokers and others giving advice about retirement savings.

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Supporters, Critics, Gear Up for Fight Over Proposed Expanded Fiduciary Definition

News Item

Supporters and opponents of the Department of Labor's conflict-of-interest proposed regulation ramped up their campaigns soon after the Obama administration announced the rule's release.

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Major Groups Applaud Public Release of Dept. of Labor’s Proposal to Protect Americans’ Retirement Savings

News Release

Members of the SaveOurRetirement.org coalition and a diverse collection of public interest groups, civil rights leaders, labor unions, professional organizations and others today commended the public release of the Department of Labor’s (DOL) proposed rule to p

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Investment Advisers: Who Are They and Why Does It Matter?

Publication

The universe of financial advisers can be very confusing. People who give financial advice use many different labels, including 

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Obama puts weight behind push for fiduciary standard

News Item

With President Barack Obama now leading the charge, a multiyear battle to update a fiduciary standard for anyone giving retirement investment advice has defined contribution plan executives and service providers bracing for big changes.

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DOL Fiduciary Re-Proposal Fires Up Foes, Supporters, as They Brace for Battle

News Item

Opponents and supporters of the Department of Labor's fiduciary rule began gearing up for battle as soon as President Barack Obama said that he was throwing his support behind it.

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DC execs expecting big changes from Obama push on fiduciary standard

News Item

With President Barack Obama now leading the charge, a multiyear battle to update a fiduciary standard for anyone giving retirement investment advice has defined contribution plan executives and service providers bracing for big changes.

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President Obama calls for new consumer protections

Blog entry

At a briefing hosted by AARP yesterday, I had the privilege of watching President Obama announce his support for a proposed rule to put a brake on conflicts of interest in investment advice for retirement acco

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