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Fiduciary

Monitoring investments doesn't end

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Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

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New Fiduciary Push Faces Longer Odds

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A coalition of consumer-oriented public interest groups has created a website designed to mobilize public support for a uniform fiduciary standard in anticipation of a renewed push to expand the standard.

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Time to close Wall Street’s “Retirement Advice” loophole

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There is a loophole in the rules that govern Wall Street brokers and financial firms that provide retirement investment advice that can drain away thousands, or even tens of thousands, of dollars of hard-earned savings from a single retirement account.

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Consumer groups, unions push for DOL fiduciary rule

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A new coalition of labor unions and consumer advocates has formed to help generate support for the Department of Labor’s anticipated new fiduciary standard, which would make broker-dealers beholden to the high standards of care established under the Employee Retirement Income Security Act.

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Coalition Petitions For Pension Advisor Fiduciary Mandate

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Several of the nation’s most influential consumer and labor groups have started an online petition demanding a fiduciary obligation on financial advisors consulting with pension plans and their participants.

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Public Interest Organizations Join Forces to Protect Americans’ Retirement Savings

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SaveOurRetirement.org will educate workers and retirees about the “Retirement Advice Loophole” – and mobilize public support to close it

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Financial planning issues wrapped into government spending bill?

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Members of Congress are considering adding provisions to the government spending bill that would impact at least two crucial issues for financial advisers: the DOL's action on fiduciary duty and the right of pensions to cut benefits.

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The Most Important Symbol for Investors Is 'DOL'

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Many investors are glued the financial news, tracking the latest reports about interest rates, earnings reports and stock movements. They believe this kind of intense focus will help them maximize returns. They couldn't be more wrong.

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Broad-Based Coalition Pushes For Updates To Retirement-Plan Advice

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A broad-based coalition of labor unions and consumer protection groups has reiterated its support for the U.S. Department of Labor (DOL) to update, strengthen and clarify rules around advice provided to workers saving through retirement plans.

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ERISA’s mid-life crisis

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On its 40th birthday, plans sponsors and participants find plenty to be unhappy about.

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