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Determining what is actually ‘in the best interest of the client’ is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.
April 11
LHD Retirement -
One-out-of-four workers now worry about money issues on the job, resulting in lost productivity, but there are services consultants and brokers can offer to mitigate the problem.
April 8
The Financial Literacy Toolbox -
A health culture audit can help benefit managers answer key questions such as whether company policies support employee well-being and whether the workplace environment is conducive to healthy activities.
April 8
Healthy Human Capital -
New joint-employer rules will make companies think twice about staffing arrangements and the use of independent contractors.
April 8
Greenberg Traurig LLP -
How the outcome of the case could affect the impact of the Americans with Disabilities Act on clients’ wellness programs.
April 8
Mintz Levin -
Better diversification of revenue sources is needed for advisers to survive and thrive, says Amy Evans.
April 7
Colibri Insurance Services -
How the DOL’s proposed regulations would affect executive, administrative and professional employee exemptions.
April 7
Foley & Lardner -
Under the DOL’s new standard, all retirement plan advisers — and not just some — will have to put their clients’ interests ahead of their own.
April 7
Lawton Retirement Plan Consultants -
In light of the DOL’s new rule, some advisers will have to define a new relationship with employers and may ask for additional fees.
April 7
Lawton Retirement Plan Consultants -
The competitions are unfair, boring and exclude employees who are interested in physical activities besides walking and running, says Sonic Boom’s Danna Korn.
April 7
Sonic Boom