PwC combines deep financial services, DOL, Salesforce, digital, and change management experience to help wealth managers succeed within a complex environment.
New rules define fiduciary by reason of retirement investment advice and outline exemptions for common transactions.
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.
DOL’s fiduciary duty proposal presents operational challenges for insurers.