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SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry’s concern over the possible legislation, which the organization says is contrary to the SEC’s.

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Clients torn between leaving money to heirs or buying an immediate annuity? Here’s how to help them decide.

Increasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. Philanthropic experts Betsy Brill and Michael Donovan discuss how to guide charitable clients looking abroad.

Our industry soothsayers find plenty of reason to be optimistic about the future of the beleaguered supervisor, even as power is shifting to the producers.