department of labor

Advisor Upside

Bryn Mawr’s Jamie Hopkins Weighs in on Crypto and Retirement Plan Regulations

The retirement planning expert said the inclusion of crypto and private assets in 401(k)s raises both risks and return opportunities.

4 min read

Photo by US Department of Labor via CC BY 2.0

Advisor Upside

Inside the DOL’s Plan to Open Up Alternative Assets in 401(k)s

Industry groups and asset managers are in favor, but advisors are weary, saying the expanded access can quickly spell trouble for clients.

2 min read
Photo via Sasun Bughdaryan

Advisor Upside

The Fiduciary Rule Is Dead, but the Conversations Aren’t

The rule was struck down in federal court, but the questions it raised around serving clients appropriately are alive and well.

2 min read
Photo via Davide Bonaldo/ZUMAPRESS/Newscom

Finance

Do McKinsey Layoffs Signal Trouble for Consulting Industry?

Fellow professional services firms such as Deloitte, Ernst & Young, and KPMG have already undergone significant layoffs.

1 min read

Advisor Upside

Advisors May Take the Next Exit if NJ Passes New Contractor Rule

Photo by gguy44 via iStock

The Garden State is considering changes to rules regarding contractors and employees. Advisors don’t like it, a poll suggests.

2 min read

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