June 10, 2019
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Featured News
Success of SEC advice reform will depend on industry actions
Codifying the idea of putting a client's best interest first into regulation is important.
Advisers, experts either hate SEC advice reforms or love them
Reactions range from 'a major win' to 'a catastrophe.'
Fidelity building managed accounts platform
FMAX ties together Wealthscape technology, eMoney financial planning and investment management to rival TAMPs.
Robo offers SRI portfolios supporting racial justice
OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.
Regulators must scrutinize advice by insurance agents
The insurance industry is largely regulated by states, and enforcement varies state-by-state.
