The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.
Nearly 70 new ETFs made their market debuts in September. That included 21 bond ETFs, one commodities ETF, 41 equities-based ETFs and six target date/multi-asset ETFs.
In our latest FastChat video interview, Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.
Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence, the impact of signing on to the firm’s retire-in-place program, their age as a competitive advantage and much more.
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