New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
New Hire Roundup: DeNoyior Named President of NAPA
Meanwhile, 361 Capital announced that Andrea Coleman has joined as regional investment specialist.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
‘Self-Directed’ Investors Lying to Themselves
Many investors consider themselves self-directed, but research from Hearts & Wallets shows they aren’t actually going it alone.
Mobile Financial App Users More Likely to Report Big Returns: Fidelity
Plus, the majority say they do mobile investing and research in the bedroom or in front of the TV.
New DOL Fiduciary Rule Will Hurt Retirees, Panelists Say
While consumer advocates favor compelling brokers to act in a client’s best interest, much of the financial lobby is dead-set against them.
DOL Fiduciary Survey ‘Bogus,’ Advocate Warns Lawmakers
Foes of a revised DOL fiduciary rule are using a survey showing a harmful impact to win senators to their side, an industry official says.
About That DOL Fiduciary Survey ...
A closer look at the Greenwald study of the small-business impact of DOL's fiduciary plan reveals the spin machine at work. Why the scare tactics?
DOL Fiduciary Redraft Would Kill Many Small-Biz Retirement Plans: Survey
Thirty percent of small businesses say it's “at least somewhat likely” they will eliminate employee retirement plans under DOL's proposal, a Greenwald survey found.
Thomas Perez, DOL’s Cautious Fiduciary Advocate: The 2014 IA 25 Profile
Labor Secretary Thomas Perez is being credited with re-energizing the DOL’s bid to amend the definition of fiduciary under ERISA. But he's proceeding carefully.