Personal Finance Advice and Commentary

Monday, February 22, 2016 5:06 pm
By Dr. Don Taylor · Bankrate.com

When you leave a job for the next job opportunity, whether it’s on your terms or not, you have 4 choices about what to do with your 401(k) account from that employer.

Tuesday, January 12, 2016 12:42 pm
By Sheyna Steiner · Bankrate.com

The Labor Department unveiled the rule on a fiduciary standard for all retirement plan advisers last year. The fight to implement the rule will go on in 2016.

Thursday, September 10, 2015 4:41 pm
By Sheyna Steiner · Bankrate.com

As the Department of Labor pulls closer to locking in a rule establishing a fiduciary standard for advisers to retirement accounts, the horns are coming out.

Monday, August 24, 2015 6:05 am
By Dr. Don Taylor · Bankrate.com

The Investor Adviser Act of 1940 turned 75 on Saturday. The act protects investors by regulating investment advisers.

Wednesday, July 22, 2015 2:44 pm
By Sheyna Steiner · Bankrate.com

The financial industry has picked sides in the fight over the DOL’s proposal to impose the fiduciary standard to retirement account advisers. Will investors win?

Monday, June 22, 2015 1:41 pm
By Sheyna Steiner · Bankrate.com

The Department of Labor wants to protect consumers from conflicted advice in retirement plans. Some Republicans want to stop the DOL.

Thursday, April 16, 2015 4:25 pm
By Sheyna Steiner · Bankrate.com

The fiduciary standard is the highest standard of care. A fiduciary must only give advice that is in the client’s best interest

Monday, March 02, 2015 12:00 pm
By Dr. Don Taylor · Bankrate.com

President Obama announced in late February that a Department of Labor rule requiring investment professionals to adhere to a fiduciary standard when advising retirement plan participants is being submitted for review by the Office of Management and Budget.

Wednesday, February 25, 2015 12:27 pm
By Sheyna Steiner · Bankrate.com

Skewed financial incentives for advisers can lead to less than optimal financial advice. What is the answer to conflicts of interest?

Wednesday, September 24, 2014 4:19 pm
By Sheyna Steiner · Bankrate.com

As the year winds down, consumers should tune into the debate over the fiduciary standard. The SEC may decide to move forward with the rule — or drop it.

Page 1 of 3123