Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest. However, there are challenges to regulating the space.
Review meetings done properly offer many relationship building opportunities.
With the fiduciary rule in doubt, seeking professional advice about money remains a dangerous proposition.
Have the post-financial crisis regulations caused more instability? Trump wants the FSOC to find out.
Nearly 200,000 take the CFA exams, study finds clients aren't healthy enough for retirement and FiNet loses Bison Financial group to Ameriprise.
To increase happiness, advisors should identify and avoid potential new “bad” clients and projects.
