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Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards. Advicent, the leading financial planning...

Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry. How sweeping will the change be? What will the impact be for wholesalers and...

(Image credit: Adobe Stock.) Recent actions by the US Department of Labor (DOL) are causing insurance and other financial services brokers to rethink their business models and how they communicate with their customers. That’s because the DOL recently...

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the business of supporting these fine folks. If you smile when...

With the creation of NAPA in 2011, plan advisors who want to bring about change rather than react or complain have a group that speaks for them and a way to engage with Washington. The first step in the process of engagement is understanding the issues...