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Wealth Management Daily Memo

JUNE 13, 2018

DOL FIDUCIARY RULE

Opinion: “Fiduciary”—an Attitude, Not a Law

Scott MacKillop

Both the DOL and SEC turned a concept that is simple enough to be captured in a fortune cookie into an indecipherable instruction manual. It's time to re-simplify what a fiduciary is, writes First Ascent CEO Scott MacKillop.

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HIGH NET WORTH

Five Ways to Help The Ultra-Wealthy Respond to Innovation

Amy Hart Clyne

How rich clients can successfully adapt to changes resulting from the Fourth Industrial Revolution.

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SPONSORED CONTENT

Forward Momentum: Why Elite Teams Claim Their Future as RIAs

Sponsored by Schwab Advisor Services

The RIA model is leading the growth in the wealth management industry—as billion-dollar teams redefine the landscape. See why.

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THE MARKET'S MEASURE

The Good And Bad News About VLO

Brad Zigler

VLO's rapid rise has also become the speed of its descent.

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