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Friday Insider – Fiduciary 1.3

Returning to a story from several months back and a sequel...  We're finally looking at partial implementation of the 'Fiduciary Rule' on June 9th.  After some typical political delays and long drawn out lawsuits, somebody high enough finally said enough is enough...

Friday Insider: What are the regulators doing!?

Two stories caught my eye this week with a head-scratching common theme:  what the heck are the financial regulators doing, anyway?  At the risk of incurring the wrath of my regulator overlords, let’s look at these stories... FINRA considers crackdown on high risk...

Fiduciary – 1.2

If you haven’t been paying attention to the flurry of executive orders issued by our new president, this past week he ordered a review of the upcoming DOL Fiduciary Rule, which was set to take effect in April.  I won’t go into any more detail here about Fiduciary or...

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