A House Republican introduced a bill that would delay the effective date of the DOL rule by two years. At the same time, a House committee called the rule “reckless” and “misguided.”
Robo newcomers bring little innovation, the Fed releases research on education and stock market participation, and Shannon Pike is named 2017 FPA president.
When advisors should take the human element into account, baby boomers struggle with student loan debt and Deutsche Asset Management names a new chief investment strategist.
Jerry Nigro has launched Claybrook Capital.
If 2016 was the year of data, 2017 is going to be the year data evolves into features that optimize advisor and client interactions
Bob Doll releases his 2017 predictions, high-income clients should suspend 401(k) contributions and complying with the DOL rule tops advisor resolutions.
The settlement ends a three-year lawsuit that alleged Wells Fargo Advisors discriminates against African-American financial advisors.
How do firms incorporate a digital advice platform without jeopardizing their current business model?
Whatever problems the U.S. pension system has, they are smaller than they ever were before.
