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The ClientWise Blog

Posts about:

DOL ruling

Benchmarking the Beach House

As an industry, we’ve made great strides over the years towards aligning compensation with client interests – steadily migrating from transaction-based to fee-based...

Will the Fiduciary Rule Open the M&A Floodgates?

Over the last two weeks alone, I’ve had no fewer than eight clients say to me that they’re throwing in the towel as a result of the DOL’s new Fiduciary Rule. “You know...

Don’t Fear the DOL Rule, Embrace It!

The sky is falling! The sky is falling! Open any financial advisor trade publication these days, and that pretty much sums up the prevailing sentiment. Yet despite all...