Latest News

Fiduciary adviser

July 19, 2017

Elite DC Advisers Have Had Enough of Falling Fees

The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and fair to both the client and the firm. 

June 30, 2017

DOL Requesting Public Comment About Fiduciary Rule

The request for information asks whether the BICE and PTEs should be delayed further and whether new streamlined exemptions could be probable given innovations in the industry since the fiduciary rule was proposed.