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Stay up to date on the latest company news, developments, and releases; new product and services offerings; advocacy and policy activities; and opportunities for our members and the fiduciary community.

Danger: Don’t Judge A Fund By Its Active/Passive Label

401k Specialist
May 21, 2018

It’s critical for advisors to avoid unreasonable short-cuts with fund evaluations
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Another longshot bid to save DoL fiduciary rule

Financial Planning
May 17, 2018

Attorneys general from three states are asking a federal court to reconsider its decision to vacate the Department of Labor's fiduciary rule.
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Helping asset managers: Automating tasks and adhering to the changing regulatory landscape

WealthTech Club
May 15, 2018

INSART continues to gather opinions from industry leaders and bring you more food for thought on the future of WealthTech. This is WealthTech Insights #26 with Matt Wolniewicz.
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Why We Might Never Get A Fiduciary Rule

401k Specialist
May 11, 2018

‘There is a good possibility, due to significant pushback, that the SEC’s version might never fully come to pass,’ says Fi360’s Blaine Aikin.
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Replacing Plan Funds

WealthManagement.com
May 08, 2018

Developing a process for reviewing and replacing plan funds is an important practice from multiple perspectives, including the performance of fiduciary duties.
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Say bye-bye to the short-lived fiduciary rule

May 07, 2018

The Department of Labor’s fiduciary rule was set to disappear Monday. Also Monday the Department of Labor put out a bulletin on the fiduciary rule, saying it would provide additional guidance to financial advisers in the near future. So what does it all mean for firms that give financial advice?
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