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Summary: The Best Interest Contract Exemption is one of the main pillars of the Labor Department's fiduciary rule. Without it, many brokers and advisers wouldn't be able to continue doing business in retirement accounts under current business practices and compensation arrangements. But with it, there is a way forward (albeit with more compliance requirements and litigation risk).
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Summary: your advice is imperative to your success as an advisor. Understand how to establish:
· A clear course of action—how to guide the value conversation
· Trust—strengthen relationships and build your client base
· Goals—ROI is more than a number
· The power of personalization—a plan for every client
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Summary: Wealth management technology provider Envestnet will lay out its future vision of the industry during its fifth annual Advisor Summit conference in Chicago.
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Summary: At a steady rate, independent RIAs continued to gain market share in 2015, with their client assets growing faster than other types of advice providers, an Aite Group 2016 study has found.
