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Fowler is the principal and owner of Four8 Insights, a benefits and healthcare strategy and communication consultancy based in Charleston, S,C,.

Walter Davis is Invesco's alternative investments strategist.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

Pamela Jacobs is executive managing director, digital advice solutions, at Envestnet.

The Justice Department and SEC have been cracking down on hedge funds' use of firms that are paid to offer insights on Washington policy that could move stock prices.

This year through October the fund gained 3.7%, trailing the benchmark Bloomberg Barclays U.S. Aggregate index, which rose 5%.

Tony Ford is the Chief Technology Officer at Marqeta.

The early decision stops advisers from earning commissions on products that will also generate fees through the firm's Investment Advisory Program.