by Logan Creque | Jul 26, 2017 | Financial Advisors
Welcome to the information age where new technologies are being introduced on a regular basis. For financial advisors the most obvious sign of this is the robo-advisor. Companies like Betterment and Wealthfront are investing millions of dollars to market their...
by Logan Creque | Jun 16, 2017 | Financial Advisors
The Department of Labor (DOL) implemented a new Fiduciary Rule that’s making waves within the financial community. On June 9th, 2017 the DOL expanded the “investment advice fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). The...
