DOL proposes new standard to replace vacated fiduciary rule

The agency says the measure will ensure financial advisers act in retirement savers’ best interests
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Schwab ETFs see billions flowing in and out

Big moves stir speculation the company may be revising the allocations of its model portfolios
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XY Planning focuses on state fiduciary rules after losing Reg BI suit

XYPN co-founder Michael Kitces says the federal appeals court’s decision to uphold the measure could ‘embolden’ states
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Empower’s $1 billion deal for Personal Capital could boost rollover business

The combined companies will give retirement savers the ability to view all of their financial accounts in one place
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Increase client satisfaction through planning

New research shows a divide between the services financial advisers are providing and what clients value
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