David Armstrong

Managing Editor,
Penton Media
Changes, and Challenges, in Fund Distribution
A dozen executives of asset management firms came together to discuss how advisors are increasingly looking for investment solutions, not just products.
Editor's Letter: October 2016
A thank you to all of the attendees of the second annual Wealth Management Industry Awards.
David Armstrong
Editor's Letter: September 2016
One of the more interesting things about our recent presidential election is that the traditional political battle lines have not only moved, they’ve been decimated.
Editor's Letter: August 2016
Just a quick note in this issue to let you know what is happening with our WealthManagement.com awards this fall.
printing dollars
Another New Regulatory Burden Coming for RIAs
This time, the Department of the Treasury’s anti-money laundering rules will extend to registered investment advisors. Your firm will need to make some changes.
Editor’s Letter: June 2016
Will the new rule really add to Americans’ retirement savings?
The Fine Lines of the Fiduciary Rule
The new rules stretch to over 1,000 pages, but there is still a lot of mud. A panel of attorneys at NAPA’s conference Monday discussed a few areas where no one is yet sure what compliance looks like.
Are Low 401(k) Participation Rates the Advisor’s Fault? 1
Lecturing employees to save more in their plan doesn’t help. Incentivizing them does.
Is Your Client Stepping Out?
Plan sponsors are not nearly as monogamous as advisors would like to believe, according to research presented at the National Association of Plan Advisors’ annual convention Monday. But they’re not looking for technical expertise, just someone who will listen.
Robos in Retirement
It’s data integration, not investment algorithms, that are the real value of robo platforms for retirement plans, argued a Fidelity executive at NAPA’s annual conference Sunday.
Fiduciary Rule Takes Center Stage in Nashville
Leaders of the National Association of Plan Advisors opened the group’s annual conference Sunday with a muted victory lap over changes to the Department of Labor’s new fiduciary rule.
Editor’s Letter: April 2016
How do we attract more women to the industry, and in doing so can we attract more female investors?
Did the DOL Gut the Fiduciary Rule, or Save It? 3
Critics contend the Department of Labor capitulated to industry interests; others see a giant first step in a long march toward reform.
DOL Releases Final Fiduciary Rule 5
Department of Labor Sec. Thomas Perez says “extensive feedback” from industry led to changes in the rule to “minimize” compliance burden, ease the sale of proprietary products and back off from stricter fee disclosures, all while still protecting consumers from conflicted advice.
Editor’s Letter: March 2016
Trust is the vital element in financial services—there is no other single factor that breathes as much life into the whole system.
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