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Day of Reckoning with the DOL

As Aaron Schumm, CEO of portfolio company Vestwell, describes, "Forward-thinking shops have already moved to spiritually fulfil their...

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Trump issues memorandum on Fiduciary Rule

The memo directs the Secretary of Labor (not yet appointed) to examine the DOL's proposed "Fiduciary Rule" - which requires financial...

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Is Robo Advice the Best Advice?

For financial advisors making the transition to compliance with new DOL fiduciary rules, robo advisory could be a compelling option. ...

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