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Summary: Risk management software is getting center stage these days, especially with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interests on retirement accounts. Financial advisers will need to put extra effort into ensuring their clients' accounts are properly allocated, and that their portfolios match their risk tolerance. Here is a chart breaking down risk management software for financial advisers.
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Summary: Encrypting emails and shared files is one of the best bets for securing clients' sensitive information, yet not all advisers are taking the initiative.
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Summary: The following questions were raised to us about the new DOL Fiduciary Rule. We cover the DOL Fiduciary Rule in more detail in a previous post, but we thought we'd share.
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Summary: In recent months, there's been an upsurge of serious interest from traditional brokers in becoming RIAs – reversing a recent trend.
