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  • 26
    OCT

    Decoding The Millennial Generation

    © 2016 FolioDynamix

    A new generation is edging into the workforce and slowly taking over leadership positions. At the same time, this group is beginning to inherit the wealth acquired by their families. Coined Millennials, they were born between 1980 – 2000, represent the largest generation in U.S. history, and as they reach their prime working and spending years, their impact on the economy is anticipated to be transformative. 1 Millennials now represent the largest share of the U.S. labor market and are increasingly becoming today’s leaders. 2 They bring a new perspective on nearly everything, shaped by unprecedented access to technology, globalization and economic turmoil. It should be no surprise that their attitudes towards investing are also exceptional.

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  • 31
    MAY

    Success in the Wake of the DOL Fiduciary Rule

    © 2016 FolioDynamix

    Over the past months, the financial services community has been bracing for the rollout of the Department of Labor’s updated Fiduciary Standard Rule. The rule’s intention is focused on putting an investor’s best interests ahead of all other factors when providing retirement investment advice and offering transparency into fee structures. In practice, the regulations—though not as complex as originally predicted—still mean that firms must reconsider every day practices from account opening to record keeping to due diligence to the very foundation of the way advisors offer advice.[1]

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