Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Robo Advisers' Response to Trump's Fiduciary Order: We Can't Be Stopped
Financial Planning Feb. 7, 2017
"During debate over the rule, industry analysts predicted that robo advisers would get a windfall from its enactment, picking up smaller accounts deemed by large firms and RIAs too burdensome to service. Though that scenario is now in doubt, Trump's action on the rule does not hurt digital advice firms, even if it eventually leads to a complete replacement of the regulation[.]"
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