Publications

PwC and Salesforce help wealth managers achieve a seamless DOL fiduciary process

PwC combines deep financial services, DOL, Salesforce, digital, and change management experience to help wealth managers succeed within a complex environment.


DOL’s fiduciary duty rule

Ten key points from the DOL’s fiduciary duty rule.

 


DOL proposes to redefine fiduciary and update class exemptions

New rules define fiduciary by reason of retirement investment advice and outline exemptions for common transactions.


US Asset and Wealth Management M&A Insights: Reaching new heights

In a year where overall US M&A volume hit record highs, the asset and wealth management sector was one of the more active sectors in terms of volume of deal activity, while lagging behind in terms of value of total announced deals. This publication provides perspectives on the recent trends and outlook relating to asset and wealth management mergers and acquisitions activity in the US.


Insurers: Retirement plans look less golden

DOL’s fiduciary duty proposal presents operational challenges for insurers.


Fiduciary duty proposal: Disruptors at the gate

Retirement ‎advisors are at a crossroads.