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April 5, 2017

Schwab vs. Vanguard: War of Words Heats Up
Advisors might want to warn clients to ignore the hype. 
DOL Officially Delays Fiduciary Rule by at Least 60 Days
A review of the rule, meanwhile, is expected to last until 2018.
In the Search for Yield, CEFs Might be Clutch
Some FAs are using closed-end bond funds for diversity and sustainable fixed income returns.
UBS Appoints Socially Responsible Investing Head
ESG investing is on the rise amidst a presidential administration intent on deregulation.
Are Tech Solutions Starting to Match Advisor Desires?
Financial technology has come a long way – even over the last year.  Video [ 6:02 ]   Transcript