WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 22, 2017

Fiduciary Standard Now Applies To 42 percent of Advised Retail Assets

Up from 25 percent in 2005.

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Senate Approves New SEC Commissioners, Assistant Secretary of Labor

After more than two years, the SEC will have all five commissioner seats filled.

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SPONSORED CONTENT

Inside the Mind of the Client, Part 2

Behavioral finance is about understanding and overcoming biases that affect human decision-making, because often an emotional decision today, although comfortable, may work against long-term success.

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DoubleLine to Produce Mortgage-Backed Securities In-House

The Los Angeles-based money manager is starting an investment advisor called Mortgage Opportunities Capital.

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