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The latest news on the wealth management industry, people, markets and trends.

DOL Moves Industry Closer to Harmonization

  • Jul 31, 2015
    blog

    Techno Advisor: The Alternative to Robo

    SEI Advisor Network says firms should become a "techno-advisor" that uses technology to deepen client relationships rather than automate investments....More
  • Jul 31, 2015
    The Daily Brief

    The Worst Mutual Fund in the World

    There are plenty of bad mutual funds out there, but which one is the absolute worst?...More
  • Jul 30, 2015
    blog

    Indie Advisors Say DOL Fiduciary Has Minimal Impact

    Almost two thirds of independent advisors say they’re not changing their documentation processes in anticipation of the proposed rule’s implementation, according to a recent flash poll conducted by AdvisoryWorld....More

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