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April 27, 2018

DOL Fiduciary Rule Won’t Die, If AARP and Three States Can Help It
California, Oregon and New York attorneys general and the AARP file motions to intervene in appeals court ruling vacating the DOL’s rule.
How AI in Wealth Management Could Lead to Job Cuts
But not necessarily the ones you think.
Bank of the West to Hire 100 FAs in Three Years
The bank’s wealth management group has also opened its first office in New York.
Blackstone Is Going After Individual Investors
The private equity firm has trained thousands of financial advisors on selling Blackstone investments, sources tell Bloomberg.
Thoroughly Assess Risk Tolerance Against Client Goals
Risk tolerance is not static, even later in life.

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