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Summary: As the Labor Department and the Securities and Exchange Commission coordinate regarding a uniform fiduciary standard, industry officials are weighing in on the likely outcome of an SEC rule, but don’t see movement on such a rulemaking until the agency has a full commission.
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Summary: RIA-facing financial technology is rapidly advancing, pushed by innovative start-ups and new evolutions in consumer technology. What’s driving the change is that custodians sense the need to create more powerful platforms to serve a broadening RIA client base. Custodians are becoming technological curators for advisors, providing front-office tools for their clientele and offering integrations to help advisors work seamlessly across different tasks.
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Summary: You’re familiar with how wealth management is changing thanks to robo advisors, big data analytics and even artificial intelligence.
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Summary: Across the landscape of industry conferences, some presentations stand out compared to others.
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Summary: For years, I contributed the maximum to my 401(k). During that time, I left one employer and then a company where I was working was sold. So, I rolled the money over to Fidelity, making the allocation decisions myself. I had another account that I managed myself very conservatively, mostly in cash. Then about 10 years ago, I realized that, other than my apartment, that account was my biggest asset, and it was time to get professional advice. I was around 50.
