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By revaluating the choices they make and the outcomes that result from them, financial advisers can make sure they're properly serving those most important to them — their clients, according to Stephanie Bogan, founder of Educe Inc.
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Michigan Democrat resists ripping up DOL fiduciary rule but would be open to some changes.
Principal has communicated that independent agents must change their business models to keep receiving compensation.
ICI, Chamber of Commerce among groups asking for delay, while Democratic lawmakers call on DOL to keep to its earlier planned schedule of Jan. 1, 2018.
Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.
They seek to turn knowing more about clients into growing more revenue.