Fidato Wealth

Posts Tagged ‘Financial Advisor’

25 May

Will Fledgling Fee-Based Variable Annuities Take Flight?

  • Posted by Leesy Palmer
  • 0 Comments
  • Financial Advisor
In “Will Fledgling Fee-Based Variable Annuities Take Flight?”, Chris Robbins writes that advisors who were already fiduciaries, like RIAs, products like Monument Advisor were the only ways to offer the benefits of an annuity’s tax deferrals. At the Fidato Group, a Strongsville, OH-based RIA, Tony D’Amico says that some clients have been offered Jefferson National’s
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25 May

Can Variable Annuities Evolve To Survive The DOL Rule?

  • Posted by Leesy Palmer
  • 0 Comments
  • Financial Advisor
Tony D’Amico, CEO of The Fidato Group, is quoted in Chris Robbin’s article, “Can Variable Annuities Evolve To Survive The DOL Rule?” The highest cost annuities likely won’t survive past the DOL rule’s effective date in April 2017, says D’Amico, because advisors likely won’t be able to justify the expense clients would pay for the
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06 Apr

Financial Advisor: Beware the Fiduciary Rule’s Unintended Consequences

  • Posted by Leesy Palmer
  • 0 Comments
  • Financial Advisor
Tony D’Amico, chief executive officer of The Fidato Group, is quoted as saying, “I hope it (the rule) produces its intended result, since previous legislation has come out and defined different advisors and their level of care but has largely been ignored and unenforced. I hope that this leads to disclosures and required practices that
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