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Wealth Management Daily Memo

NOVEMBER 7, 2017

DOL FIDUCIARY RULE

Markets Need a Single, Official Definition of “Fiduciary”

David Trainer

Regulators need to put forward a unified definition of the fiduciary duty so that investors and advisors can have a fully informed debate on the matter.

FULL ARTICLE

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INDUSTRY

$1.5 Billion Independent Firm Jumps to Triad

Nicholas Ader

The firm joins Triad from Securian Financial Services after 25 years with the broker/dealer.

FULL ARTICLE

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PODCAST

Independence: How Did We Get Here, and Where Are We Going?

Mindy Diamond

Independence is not for all financial advisors, but it’s a topic everyone wants to learn more about.

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