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Diana Britton According to WealthManagement.com's annual Independent Broker/Dealer Report Card Survey, advisors say they're prepping for a best-interest standard no matter what. |
Diana Britton The implementation date of the Department of Labor’s fiduciary rule has been pushed back to June 9. |
Garvin Jabusch Energy companies make up a material portion the indexes many advisors mirror, so they need to be wary of the long-term prospects for oil, coal and natural gas. |
Diana Britton The latest effort to protect investors and keep the DOL’s fiduciary rule intact will be a live, digital projection showing just how much a delay is costing workers — $40 million a day. |
Ryan W. Neal Carlos Garcia hopes to help Hispanic immigrants and their children save for retirement, with a low-cost dual-language robo advisor. |
Kevin McKinley A little preparation is necessary before the big day. |
David Ader Looking at household formation, an aging population and the contrarian indicator of “confidence” surveys to understand where the market is headed. |
Dan Weil The 84-year-old investment legend on market volatility, FANG stocks and which investors working today he most admires. |
Ryan W. Neal Studies, consumer behavior and investments from traditional firms point towards a future dominated by digital hybrid advisors. |
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