0 visitor like this article | Viewed 40 times | 0 comment
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).
0 visitor like this article | Viewed 47 times | 0 comment
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
0 visitor like this article | Viewed 43 times | 0 comment
0 visitor like this article | Viewed 38 times | 0 comment
Summary: Wealth management technology provider Envestnet will lay out its future vision of the industry during its fifth annual Advisor Summit conference in Chicago.
0 visitor like this article | Viewed 41 times | 0 comment
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.
