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BAM Intelligence

Volatility Drives Retirees to Think Longevity Annuity

Volatility may drive you to think longevity annuity, but there’s a lot to consider. Jared Kizer weighs in on CNBC: Read more

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Share Class and Legal Risk in Retirement Plans

Share class matters in retirement plans. Joe Goldberg on recent litigation and the value of a fiduciary advisor: Read more

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The Meritless Assault on the DOL’s Fiduciary Rule

Opponents of the U.S. Department of Labor’s fiduciary rule claim it will hurt small investors. Dan Solin sees a different picture. Read more

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Fiduciary Rule: The Real Agenda

Protect yourself from conflicted advice. Ask your advisor to sign a fiduciary pledge. Read more

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Fiduciary Rule Opponents Are Motivated By Self-Interest

For Dan Solin, arguments that the U.S. Department of Labor’s fiduciary rule will hurt small investors just don’t add up. Read more

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