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First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.

Jarrett Kovics will help the firm with recruiting and advisor development.

With the SEC and Labor Department rethinking their approach to a higher standard, a court's recent ruling may not have a lasting impact.

Mathieu Benoit has 15 years of experience in investment accounting. He is currently working as a consulting lead at Eagle Investment Systems, where he helps clients adopt Eagle’s Accounting platform. He began his career working for Standard Life in their fund accounting operations. In 2010 he became an independent consultant specialized in investment system conversions with a number of those clients migrating off legacy technology and moving to the Eagle platform. He earned his CPA in 2007 and has a wide range of expertise including investment system conversion, investment accounting, data management, derivatives and NAV calculation.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

Kim Lochridge is executive vice president for Engineered Tax Services Inc., a provider of specialty tax services. Prior to joining ETS, she spent over a quarter of a century in entrepreneurship, with roles within the real estate and energy industry. She is also a frequent speaker in the tax, investment, private wealth, and family office spaces.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.

Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.

David Stevens is the CEO of Mountain Lake Consulting. He is the former CEO of the Mortgage Bankers Association and a former FHA commissioner.