| Blockchain Could Reshape Asset Data Security |
| New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain?
Read more > |
|
| DB Pension Buyout Market Maintains Impressive Pace |
| According to LIMRA SRI researchers, while Q1 2016 was the fourth quarter in a row that pension buyout sales topped a billion dollars, it’s actually the first time sales have beat the billion-dollar mark in the first quarter of a year since 2008.
Read more > |
|
| 'Fiduciary' vs. 'Suitability' |
| ERISA requires that an adviser act as a “prudent expert” when making a recommendation, while FINRA requires that the adviser “have a reasonable basis to believe” that a recommendation is “suitable.”
Read more > |
|
| Adviser Webcast: Marketing and Prospecting Your Adviser Practice |
| As varied as advisory practices can be, so are their goals and ways of getting new clients, handling publicity and finding expertise. Join our webcast Tuesday, June 7 at 12 p.m. EST, featuring Daniel Bryant, CEO of Sheridan Road Financial, and Jim Sampson, managing director of Cornerstone Retirement Advisors.
Read more > |
|
