Beyond Bulls & Bears

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios
Education

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios

Mike O’Brien, Workplace Solutions Marketing Director, RA & Solutions Marketing, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to talk about the changing value of financial advisors over the next decade. They discuss and how technology has helped the further adoption of model portfolios due to the rising demand of individualized service.

DOL Fiduciary Rule Still in Limbo After Latest Court Ruling
Education

DOL Fiduciary Rule Still in Limbo After Latest Court Ruling

"Recent court activity appears to be creating more uncertainty around the future of the [DOL Fiduciary] rule than ever. Most financial institutions have adjusted business practices to mitigate litigation risk and moved to a model in which they are in compliance, so it would be far from simple to unravel what’s already been done.” - Dan O’Lear, Yaqub Ahmed, Drew Carrington and Michael Doshier