Understanding the Era of the Digital Financial Life

Understanding the Era of the Digital Financial Life

By Joe Stensland, Chief Commercial Officer, Digital Wealth for Scivantage-Originally Released in BISA Portfolio   A great reckoning with investors will soon confront financial institutions (FIs). Since the mid-1990s, the financial industry has made bold promises...
Truth, Transparency, and the Individual Investor

Truth, Transparency, and the Individual Investor

There has been much said for and against pending Department of Labor (DOL) standards directed at enforcing fiduciary oversight and fee transparency for savers in 401(k)-Type retirement plans. While the implementation and enforcement of standards as planned may have...