July 7, 2016 | WealthManagement.com

The Conflict Behind the DOL Conflict of Interest Rule

The U.S. Department of Labor’s Conflict of Interest Rule has predictably proven to be a contentious issue in the financial services community. Dr. Craig Lemoine, CFP® notes that although the rule will not begin to take effect until April 2017, we are already seeing attempts to stop, alter or the delay it.

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May 15, 2016 | Consumer Reports

You May Not Want to Rush to Pay Off Student Loans

By: Carla Fried

Many college graduates starting off in their careers face a dilemma. They want to buy a home and cover their daily living expenses but they also have to pay back their student loans and save for retirement.

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May 13, 2016 | Chicago Tribune

Are Robo-Advisors Right for You?

Robo-advisors have made a big name for themselves over the last few years. The name robo-advisor refers to automated systems relying on software and complex computer algorithms to offer investment guidance and portfolio management at low costs.

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May 1, 2016 | Insurance News Net

Final Fiduciary Rule: What It Means

By: John Hilton

The final Department of Labor (DOL) “Conflict of Interest” rule pulled a few punches, but got in a surprise jab at fixed indexed annuities. On the positive side, the DOL rescinded some of the requirements and amended one of the most troubling items, which was the timing of the paperwork for the client. It also allowed all compensation in the exemption.

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May 1, 2016 | WealthManagement.com

DOL Conflict of Interest Rule Q&A

With the U.S. Department of Labor’s new Conflict of Interest Rule on retirement investment advice now in effect, members of the financial services profession must do business in a more challenging environment. Craig Lemoine offers his thoughts on the new ruling.

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April 29, 2016 | TABB Forum

What You Need to Know About the DOL Fiduciary Rule

By: Craig Lemoine

Understanding the new Department of Labor Conflict of Interest Rule requires context. Without context, we may be quick to dismiss this rule as overreaching or reactionary. This rule is not a product of 2016. It is not an isolated attempt to finish what the SEC began in 2010.

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April 20, 2016 | Deal News

Expecting a Baby? Don't Make These 4 Common Money Mistakes

By: Sheryl Nance-Nash

There's nothing like the excitement of a child being born. Parents want everything to be perfect for their precious bundle of joy. But at a time of such emotion, the opportunities for money mistakes are ever present. Here are four common financial pitfalls to avoid when you're expecting a baby, and what to do instead.

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April 8, 2016 | Insurance News Net

For Broker/Dealers, a Massive Shift in Thinking

By: Cyril Tuohy

Broker/dealers will find themselves challenged in the wake of the Department of Labor’s “conflict of interest” rule — although perhaps not so much for the reasons that have grabbed the headlines over the past 12 months. The biggest change facing broker/dealers is that their registered representatives must start thinking more like financial planners.

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April 8, 2016 | Insurance News Net

RIAs To Feel The ‘Higher Burden’ Of Fiduciary

By: Cyril Tuohy

The Department of Labor’s “Conflict of Interest” rule holding advisors to a fiduciary standard of care has raised the bar on every registered investment advisor (RIA) managing retirement accounts, RIA owners and financial experts say.

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March 28, 2016 | Philly.com

A New Way, REPAYE, to Get Out of College Debt

By: Erin E. Arvedlund

There's yet another way to pay back student loans without going broke. It's called REPAYE. In December, the Department of Education launched its eighth college-loan repayment program, dubbed the Revised Pay As You Earn Plan.

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