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BAM Intelligence

What You Need to Know About the Department of Labor Fiduciary Rule

For us, being a fiduciary is just business as usual. Still, here’s what you need to know about the Department of Labor’s new fiduciary rule. Read more

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Communicating the Value of the Fiduciary Standard

Communicating the value of a fiduciary. Manisha Thakor on a powerful tool for engaging women investors. Read more

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Congress Unites to Harm Investors

I believe the stated grounds for opposing the DOL’s rule are a pretense for the securities industry’s real agenda. Read more

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The Phony Fiduciary ‘Debate’

The battle over the legal standard to which advisors should be held when giving investment advice has two fronts: Advice given by advisors to retirement plans and advice given by advisors to everyone else, including individual investors. Read more

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New York City Comptroller Wants to Make Fiduciary Status Clear

A new report from the office of the New York City Comptroller advocates financial industry reform. Read more

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