By Editorial Staff
Distributors are likely to apply the standards of the DOL fiduciary (or "conflict of interest") rule to all client money, not just qualified assets, said Dennis Bowden (pictured), lead author of a new Strategic Insights report for asset managers.
By Editorial Staff
“Cost definitely plays an important part , but it’s not the only reason,” Morningstar’s Alina Lamy (pictured) told RIJ. “A lot of it has to do with quality and transparency, as well—building a reputation and living up to it.
By Editorial Staff
More than four in ten advisors (43%) said they may plan to expand services offered to more holistic planning and 26% may plan to focus on non-qualified accounts, according to a new Nationwide survey.
By Editorial Staff
Retirement Income Journal will not appear on August 25 or September 1. The editorial staff is taking its annual vacation. We'll return with the September 8, 2016 issue. Thank you to all of our subscribers and advertisers for supporting our mission.
By Editorial Staff
A new KPMG report attributed the drop to “a tougher climate for marketplace lenders and a drop in mega-round activity.”
