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Is Robo Advice the Best Advice?
Backers of “robo” investment platforms claim they can help advisors meet the fiduciary standard. Others aren’t so sure. The clock is ticking towards April 10, when the Department of Labor’s new...
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Texas Judge Sides With DOL on Fiduciary Rule
Chief Judge Barbara Lynn of the Northern District of Texas issued the ruling hours after the Justice Department asked her not to, pending a new review ordered by the Trump Administration.A federal...
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Five ‘Post-DOL’ Questions Indie Advisors Should Ask Before Transitioning...
Look beyond regulatory concerns to these five issues.By Jay VinsonWhile most industry observers know the independent channel didn’t see much advisor movement throughout most of 2016, there was...
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Fiduciary Duty Can’t Be Killed
Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”“The fiduciary rule may fade away, but the fiduciary principle is eternal....
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