Finance News
New DOL Fiduciary Rule Cracks Down on 'Junk Fees'
The Labor Department unveiled its latest version of a fiduciary rule on Tuesday, with supporters arguing the proposal largely fell in line with their hopes. Industry groups warn of its negative impact on advisors and clients.
By NB
Nov 1, 2023
Exclusive: Choreo Acquires BDO’s $8.1B Wealth Management Business
The deal represents the latest example of Choreo partnering with a CPA firm that owns an RIA.
By NB
Nov 1, 2023
401(k) Real Talk Episode 83: November 1, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
By NB
Nov 1, 2023
401(k) Real Talk Transcript for November 1, 2023
Transcript of Episode 82 of 401(k) Real Talk.
By NB
Nov 1, 2023