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The new retirement platform will support advisors who are transitioning to the fiduciary model.
March 15 -
The industry's leading lobbying group, SIFMA, says that the Labor Department's fiduciary proposal would result in a messy regulatory framework that could spur the SEC to restore order to the chaos.
March 14 -
Voices: Advisors may regret delaying their preparation for the new regulation.
March 14SEI Advisor Network -
All advisors should familiarize themselves with the rule's likely changes to ERISA.
March 14 -
A fundamental role in the securities business is changing and theres no going back.
March 11 -
Banks are likely to accelerate the shedding of their in-house mutual fund businesses in light of the proposed rule.
March 11 -
Advisors should start getting up to speed now if they want to keep their heads above water when the rule begins to be implemented later this year, experts say.
March 11 -
Advisors' most pressing questions on the proposal get answers from SEI's head of practice management solutions.
March 9SEI Advisor Network -
Advisors' biggest concern is that converting to a fee-based model will lead to a drop in income. But it doesn't have to be that way.
March 7Willis Consulting -
Few independent firms will be unaffected by the change, and if they dont get cracking, they may "find themselves in a costly and time-consuming game of catch-up," argue Robert Cirotti and Gabriel Garcia of Pershing.
February 24