Wealth Management industry news covering the financial markets, trends and wealth professionals.
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The SEC made a substantial change to its Customer Relationship Summary that largely went under the radar: the removal of the word "fiduciary" from mandated language RIAs must use to describe their standard of conduct.
A new report from Forbes Insights and Temenos also found a majority of wealth managers saw attracting mass affluent clients as "highly important" for their practice.
The next iteration of the firm’s 'Advisor Sleeve' technology will allow advisors to stress-test their model portfolios using machine learning and artificial intelligence.
The fifth-annual Advisor Authority survey showed that more than half of advisors and investors were concerned about market volatility and a U.S. economic recession within the next 12 months.