Tag: Fiduciary adviser

The “Essential Retirement Advisor” program offers broad fiduciary training designed to help advice professionals stay up-do-date with the latest regulatory challenges. 

The latest results of the Fidelity Advisor Investment Pulse survey show advisers continue to focus on implementation of new fiduciary controls across different elements of their practices.

The Trump White House has clearly tried to label itself as pro-business, but the effort to halt the fiduciary rule has so far injected more confusion than clarity...

Of course, this review could lead to a delay in, or even halt of, implementation of the rule.

Betterment will now offer three different plans including a premium option offering investors access to licensed financial experts who can offer advice and monitor their accounts year round.

Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to...

Conflicting media reports have started to circulate, some to the effect that a delay of the DOL fiduciary rule has already been effectuated—others that are more skeptical this...

Flat-fee models clearly favored by the DOL for being perceived as less conflicted will have a competitive edge in the new fiduciary future.

A new series of white papers from Fiduciary Benchmarks asks the challenging question, “Who has the job of determining whether an adviser’s compensation is reasonable?”

The legislation aimed at delaying implementation of thousands of pages of DOL fiduciary rule language could fit in a handful of tweets.

A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled...

As implementation of the DOL’s fiduciary rule approaches, advisers may have to choose between remaining in the DC business and pursuing traditional wealth management.

Broker/dealers with less than $10 billion in assets account for a significant majority of overall industry volume but less than 10% of adviser-managed assets, according to data shared...

Donald Trump has nominated an outspoken critic of federal government regulation as DOL secretary, placing more uncertainty on the future of the fiduciary rule, according to some observers. 

By partnering with Larkspur Data, RiXtrema will enhance its current retirement plan compliance offerings with added features.

In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success.