Subscribe

MoneyGuidePro updates new version in line with DOL fiduciary rule requirements

Updates for the latest version include features on client goals, life expectancy, household risk tolerance, health care and Social Security.

MoneyGuidePro, PIEtech's financial planning program for advisers, has released the fourth generation of its software, the company's attempt for its users to be right in line with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interest on retirement a

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Why Pershing is cherry-picking the robo-advisers it offers its clients

The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.

Encrypting emails, files for clients is crucial, but not always followed

Encryption is one of the best bets for securing clients' sensitive information

LPL placing heavy focus on technology improvements

ClientWorks, the company's adviser dashboard, is now available to more than 11,000 advisers, up from 500 this time last year.

Triad Advisors to pay more than $200,000 for failing to give sales charge discounts on unit investment trusts, Finra says

Firm agreed to a settlement that includes a $125,000 fine and $102,632 in restitution.

Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print