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How the IPA can be a resource in a sea of change

How the IPA can be a resource in a sea of change November 1, 2016 | Liz Hester  | Smart Brief Collaboration in dealing with complex challenges was a key theme of the “Fireside Chat with the IPA Chairmen” panel featuring Tom Sittema, CEO of CNL Financial Group and...

Corporate Capital Trust Closes to New Investors

Corporate Capital Trust Closes to New Investors Wednesday, November 2, 2016 6:24 PM UTC | EconoTimes Orlando, Fla., Nov. 02, 2016 — Corporate Capital Trust announced that it successfully completed its common stock offering and closed to new investors after...

Different Types of Fees and How They Impact Shareholders – Part 3

Different Types of Fees and How They Impact Shareholders – Part 3 November 3, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders...

DOL releases first batch of FAQs on fiduciary rule

DOL releases first batch of FAQs on fiduciary rule Agency answers 34 adviser questions pertaining to the regulation’s exemptions, including the best-interest contract exemption Oct 27, 2016 @ 12:48 pm | By Greg Iacurci | Investment News The Labor Department...

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