A.M. Best Briefing: Regulatory Shifts, Low Interest Rates Temper Merger and Acquisition Activity in U.S. Life/Annuity Industry
Agency provides a litany of questions for consumers as well as FAQs on technical compliance for advisers. (More: Want to see additional questions? Check out InvestmentNews' list )
Insurers are speeding up their closures of L-share products as regulators crack down, but are quickly introducing new fee-based contracts.
Differentiating themselves from brokers would be easier now that debate has raised investor awareness of the role of a fiduciary
The business interest group would like the new administration to halt and then replace the regulation that requires advisers act in the best interests of clients in retirement accounts.
New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.
The hedgie, famous for comparing the DOL fiduciary rule to the Dred Scott decision, may be going to work for Donald Trump.
Even opponents of the DOL rule appear to be zeroing in on titles that cause confusion with the investing public.
Knowing the rules is more than a good idea--it may also be a legal requirement for advisors.
Benchmarking tool will help advisers show reasonable compensation, firm says.