November 8, 2021
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Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
DOL rule delay hardly a reason for advisers to celebrate
The rollover recommendation disclosures will 'get Monday-morning quarterbacked every time the market takes a dive,' one lawyer noted.
Stock market continues climb, but ride could get bumpier: Bob Doll
'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.
With the rise of RIAs, recruiters must change their game
Recruiting is no longer a straight-up proposition, such as moving a wirehouse adviser from Merrill Lynch to UBS, or vice versa.
The biggest gaps in Medicare: Dental, hearing and vision coverage
A new study details the uncovered costs retirees face for those services as Congress considers expanding Medicare Part B to include such coverage.
