When we last checked, the Labor Department’s Investment Selection Proposal received more than 47,000 comment letters. Many were generally positive, including by the American Retirement Association ...

The American Retirement Association has expressed strong support for the Investment Selection Proposal in a comment letter that includes some recommended modifications and clarifications.

Technology-centric RIA Farther has launched a new AI-powered investment proposal tool for advisors reaching the closing stage with prospective clients. Advisors can upload a prospective client’s ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...