In a comment letter to the SEC, Morningstar’s Aron Szapiro explores what changes the fiduciary rule has had on the asset management industry and what the SEC can do to help investors.
Today's rules have created a lottery system, and those under consideration in Washington would only make things more complicated.
Efforts to sync a standard between stockbrokers or insurance agents and advisors would fall short.
New tools and competitors are forcing advisors to more clearly define the value they provide to clients.
People respond differently to options based how the options are presented. That matters for your clients.
Charitable giving can become messy when it involves multiple beneficiaries and retirement and nonretirement assets.
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