View Online

FEBRUARY 12, 2021

Love Hurts: A Financial Advisor Breaks up a Romance Scam

John Kador

Sometimes acting as a fiduciary means risking losing a client.

FULL ARTICLE

Technology

Betterment For Advisors Rolls Out Model Portfolios, Plus MoneyGuidePro Integration and Alto Adds Crypto

Davis Janowski

Long asked for by advisors, Betterment introduces model portfolio feature, plus news from MGP, MaxMyInterest, Alto and Pulse360.

FULL ARTICLE

ETFs

Fund News Advisors Can Use: Sustainable Funds Attract Record Flows in 2020

Diana Britton

In this week’s fund news, investors flock to sustainable funds, ETF.com is sold, and advisors prefer a digital wholesaling relationship.

FULL ARTICLE

Regulation

Trump's DOL Fiduciary Rule Will Go Into Effect As Scheduled

Patrick Donachie

However, the Labor Department stressed that there would be "related guidance" released in the coming days, and would continue to research how the fiduciary exemption could be improved.

FULL ARTICLE

Advertisement