Who the winners are in the implementation of the DOL fiduciary rule
Certain firms may find themselves facing even greater competition as they focused more on compliance instead of strategy.
Robo-advisers can have a positive influence on clients’ financial literacy
Better client understanding of the investing process should be a boon to the client-adviser relationship.
Alternative investments combined with fee-based services are changing the investing world
Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.