Website Simplifies the Hunt for Mutual Fund Fact Sheets
By Hilary PotkewitzMost advisors spend several dreary hours a week searching for fund fact sheets. RoboWholesaler helps streamline the process.
August 25, 2017
Another Sign DOL Rule Will Exclude Class-Action ProvisionThe latest comes from a Justice Department letter to the federal court hearing the Thrivent case opposing the provision.
August 24, 2017
12 Key Factors for Blended Families in IRAs, Qualified Retirement PlansSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 22, 2017
CAPTRUST and CapTrust ReuniteThe two firms split in 1998 but had operated as part of the larger CapTrust organization.
August 22, 2017
Will CFP Board Make History?The standards move financial planners towards professionalism on a number of fronts, but more steps need to be taken in three areas.
August 22, 2017
Most MEPs Are in Healthy ‘Green Zone’: SurveyInvestment returns have been driving healthy funded ratios since the financial crisis, Segal Consulting reports.
August 21, 2017
Are You Ready for T+2?The shorter settlement period for trades two days instead of three has implications for financial advisors.
August 18, 2017
Regulatory Considerations When Bringing On a New AdvisorThere are many legal and compliance considerations to keep in mind when adding an advisor to your firm.