Bob Ward

Displaying 2 results
Advisers need to adapt to DOL fiduciary rule or risk getting left behind
YOUR PRACTICE FINTECH MAY 16, 2016
Advisers need to adapt to DOL fiduciary rule or risk getting left behind

The retirement-services space has reached the point of creative destruction, where innovation eliminates old businesses and creates new ones.

Litigation calls for more transparency in the retirement industry
RETIREMENT RETIREMENT PLANNING MAR 22, 2016
Litigation calls for more transparency in the retirement industry

Updated accounting processes and technology are within reach — and could help stem disputes.