WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 26, 2018

DOL FIDUCIARY RULE

AARP, States Fight to Keep DOL Rule Alive

The consumer group, along with the attorneys general of California, Oregon and New York, are seeking a rehearing by the fifth circuit, which vacated the DOL fiduciary rule.

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INDUSTRY

Schwab CEO Talks Fees and a Possible "Brentrance" For Advisor Platform

Fees, fintech, and conversations about expanding the RIA platform were some of the topics discussed by Charles Schwab's CEO. The company has nearly $3.5 trillion in assets under management.

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SPONSORED CONTENT

Securing the Future of Your Practice

A strategy for efficient succession planning.

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PHILANTHROPY

Corporate Donor on the Hook for $4 Million Charitable Pledge

A federal district court rules that the gift agreement is binding.

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