Latest News

Fifth Circuit Fiduciary Rule

Fifth Circuit Court Vacates Fiduciary Rule

DOL Fiduciary Rule Officially Delayed

DOL Fiduciary Rule Delay Gains Momentum

DOL Fiduciary Rule – Change Is Imminent

Federal Register: Extension of Transition Period and Delay of Applicability Dates; Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02); Prohibited Transaction Exemption 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters (PTE 84-24)

DOL Seeks 18-Month Delay for Fiduciary Compliance

AmeriLife Offers Agents DOL-compliant Annuity Sales Tool

SEC Chairman Promises Action on Fiduciary Rule

SEC, DOL Team Up on Fiduciary Rule As States Ponder Their Own

SEC Chief Vows to End Fiduciary Rule

Conflict of Interest FAQs (Transition Period)

Temporary Enforcement Policy on Fiduciary Duty Rule (Field Assistance Bulletin No. 2017-02)

AmeriLife Financial Advisors (AFA) Assetmark News Release

AmeriLife Faces DOL Rule With Two-Track Strategy

DOL Fiduciary Rule Delayed – 4/6/2017 National Law Review Article

Rollovers Under DOL’s Final Rule – 4/13/2017 National Law Review

Investors Can Go After ‘Fiduciary’ Advisers Even if DOL Doesn’t – 4/13/2017 Bloomberg BNA

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