Summary: In April 2016, the Department of Labor (DOL) issued an expansion to its fiduciary rules. One key takeaway is that advisors providing retirement advice would now have to meet a stricter fiduciary standard. In recent months, many advisors have confronted questions about how these rules will impact their practices, including how increased regulatory scrutiny may impact their firms’ day-to-day operations.
 Financial technology—whether client portals, portfolio management software, or backend systems that organize data and streamline processes—can help advisors address the concerns posed by the changing regulatory environment and give advisors and their clients confidence in the planning process going forward. "Advicent and WealthManagement.com collaborative study and whitepaper
|
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?
