All Articles/Suddenly Wealthy/Lorraine Ell Was Quoted in an Article in Investment News

Lorraine Ell Was Quoted in an Article in Investment News

Ms. Ell says advisers need to go a step farther than showing investors what they’re invested in.

“The Department of Labor’s fiduciary rule is putting the spotlight on risk management software these days, assisting advisers in analyzing risk in client portfolios and discussing worrying situations with investors.

Technology vendors are building new features, or emphasizing their existing ones, to meet the needs of the new regulation, which requires all advisers act in their clients’ best interests in retirement accounts. Functions include auditing, product analysis and tools to support stronger conversations with clients.”

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