Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
People and companies giving advice on 401(k) and individual retirement accounts will be held to a tougher clients-come-first standard following a new rule issued by the Department of Labor this week.
Companies are offering freebies and discounts celebrating the end of the annual filing ordeal. Here's a roundup of what's available.
Managing clients' employer-provided retirement plans increases revenue today and enhances your position on 401(k) rollovers tomorrow.
Uniformity, pressured large institutions are just two of the possible outcomes for automated investing services.
When it comes to technology, we all want it all. But we all can't agree on size
If the firm's executives expected trainees to work long hours without being compensated for their overtime, then they deserved to lose the lawsuit.
Answering questions for free has long lasting impact, helps marketing efforts.
Robo-advisers might have more reasons to be worried about the next bear market than investors do.
Pairing technology with humans goes beyond asset management, by getting to know the client — and maybe even their future.
More and more, banks are picking up digital wealth management tools for its customers.
The rule is described as 'workable' and a political success, though implementation remains the biggest challenge ahead.
Plus: The downside of $15 minimum wage, testing your finance knowledge against NFL players, and keeping ID thieves in check
While many investment advisers and their organizations praise the rule, some who formerly advocated for it believe the final version doesn't go far enough to protect investors.
InvestmentNews' regulatory reporter Mark Schoeff Jr. discusses details of the new rule and the industry's early reaction.
Retirement plan advisers have an easier path to advising on rollovers and working with small 401(k) plans.
The SEC had a mandate to set a fiduciary standard, but failed to do so before the DOL.
Answers to common sources of confusion or misunderstanding about the new regulation.
The Labor Department has just revealed its controversial new rule intended to raise investment advice standards on retirement accounts. Sign up for our webcast taking a deep dive into how the changes will affect your business. Register now for this free webcast <a href="https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&CSEventId=1259"_blank">here</a>)</i></b>
