New Shade of Doubt Cast on DOL Fiduciary Rule Implementation |
One early commentator tells PLANADVISER he expects the new DOL fiduciary rule will still be implemented, yet there is undoubtedly a new atmosphere of uncertainty with the presidential election result.
Read more > |
|
Digital Advice Delivery Has Both Perks and Limitations |
“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver deeper levels of advice to a wider client base.”
Read more > |
|
Advisers Fret a Lower-Return Future |
For active managers, the push toward index-linked investing is troubling. Research shows that index-linked and multi-asset-class investment strategies attracted more than 90% of net new money invested worldwide last year.
Read more > |
|
Partnering on Advice |
Americans are not just worried about saving for retirement; they face many financial decisions—such as those involved in paying bills, buying a home and saving for children’s college education, to name just a few.
Read more > |
|