SEPTEMBER 24, 2018

INDUSTRY

The Most, and Least, Readable Asset Manager Websites

Diana Britton

The 2018 Clarity Index, compiled by software company VisibleThread, ranks asset managers by the clarity of their websites.

FULL ARTICLE

REGULATION AND COMPLIANCE

The SEC’s Best Interest Rule Doesn’t Go Far Enough

Michael Joyce

For more than 25 years as an RIA, I have witnessed first-hand how being required to meet the “best interest standard” benefits clients. Broker/dealer clients deserve the same safeguards.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Conscientious Asset and Practice Management

The Daily Brief

INDUSTRY

Financial Services Institute Joins Coalition to Bring Health Plans to Independent Advisors

Diana Britton

The Financial Services Institute plans to launch an Association Health Plan next year.

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TECHNOLOGY

UK Fintech Startup Cleo Raises $10 Million After Entering US

Samuel Steinberger

It's better to be an AI-powered chatbot than a bank, the company's CEO says.

FULL ARTICLE

TECHNOLOGY

Envestnet Adds More Annuities To Insurance Exchange

Samuel Steinberger

Envestnet still expects to launch the offering before 2019.

FULL ARTICLE