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March 14, 2017

Firm Goes from “Lifestyle” to Turbo in Four Years
Tech upgrade and market segmentation fuel Heron Wealth’s drive to $1B by 2022.
JPMorgan on Track to Ban Commission-Based IRAs
But bank says it may change tack if DOL’s fiduciary rule isn’t implemented as planned.
Raymond James Snatches Two FAs from Merrill Lynch
The advisors collectively managed more than $250 million at Merrill Lynch.
DOL Unveils Temporary Policy on Fiduciary Rule
Guidance gives breathing room for advice firms considering proposed 60-day delay of implementation.
Poll
Is the DOL Rule Good or Bad?

In the past 40 days or so, the Department of Labor's fiduciary rule for retirement accounts -- originally set to take effect on April 10 -- has gone from maybe delayed to not delayed to definitely delayed until June. But let's not let timelines cloud the issue. Is the DOL rule worth keeping or not? Tell us why in the comments.

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