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The Advisor-August 2017

See below for the August 2017 edition of our E-newsletter, The Advisor  Target Date Funds—Does One Size Really Fit All? If you have ever opened a brokerage account with an advisor, you know the first step is gathering information to determine the risk profile and appropriate investment allocation for the individual. In order to determine the […]

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Press Release: Publishing Announcement

Our book of best fiduciary practices has been published by iUniverse and is an Editor’s Choice selection in the business category.  Find out more, here. You may also view the press release in Adobe PDF format below.

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DOL Fiduciary Rule Now in Effect

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary” in regards to the provision of investment advice. Originally these regulations were set to become applicable in April of this year. The current administration wanted to delay the applicable date to allow the DOL to […]

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