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March 18, 2015

SEC Chief Says She Supports Universal Fiduciary Rule
To some, White’s backing is a triumph for brokers, not a setback.
Peer-to-Peer Lending: A Fad or the Future?
Wealthy investors and entrepreneurs may want to dabble in this untried space.
The $1 Billion Club Claims Bigger Slice of the Market
And the new standard for success could be $5 billion.
Google Tweak Reminds FAs to Get Mobile-Friendly
Change in search criteria makes PC-only sites less attractive.
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Archive: Re-Risking Your Clients’ Portfolios
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When Clients Put Kids' College Before Their Own Retirement
Advisors should remind parents to ensure their own financial security first.  Video [ 2:34 ]   Transcript