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Ethics, DOL

The Ethicist: Principles for Serving Clients Post-DOL Rule

The financial services profession can present an array of ethical quandaries and predicaments. The American College of Financial Services offers insight and perspective with...

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DOL

Understand Benefits of the BICE vs. BICE Lite

With finalization of the U.S. Department of Labor’s new fiduciary rule quickly approaching, there are four critical letters all advisors should know: B-I-C-E. Short for "Best...

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Retirement

5 More Critical Details Overlooked by The 4 Percent Rule

In a previous blog installment we reviewed five critical details overlooked by the traditional safe withdrawal rule - also called the four percent rule. Because the four...

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Retirement

Women and Retirement Income: Failing to Plan = Planning to Fail

American women are thinking about retirement, but many are without solid retirement or retirement income plans. In March 2016, Transamerica’s Center for Retirement Studies...

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Retirement

The 4 Percent Rule Overlooks 5 Critical Details

Since William Bengen's original study in the October 1994 Journal of Financial Planning titled "Determining Withdrawal Rates Using Historical Data," the four percent safe...

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The College

Getting More Women Into Financial Services: A Matter Of Networking

The American College of Financial Services is proud to support two major upcoming events aimed at empowering female financial professionals: the Women in Insurance and...

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DOL

Do You Qualify for the DOL’s Best Interest Contract Exemption (BICE)?

Along with the development of the Department of Labor’s fiduciary rule and its myriad of compliance nuances also comes a new type of prohibited transaction exemption (PTE)....

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DOL

Will Your Compliance Plan Prevent Costly Violations?

Compliance regulations in the financial services industry protect investors and prevent disasters. But even with powerful regulatory agencies like the SEC, IRS and Department...

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Retirement

How Does Women Living Longer Affect Financial Planners?

There are ample scientific data and research studies discussing the increased life span of Americans in general and women specifically, but much less information exists about...

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