Beyond asset threshold adjustments and community bank relief, the bill also throws in some marginal consumer protection provisions. (vox.com)
Digital advice can help address the retirement crisis by providing advice that is accessible to individual investors who may not meet the income or asset threshold required for traditional advice, the paper says. (thinkadvisor.com)
* Asset thresholds include brokerage and IRA accounts but do not include employer retirement accounts such as 401 (k)'s. (cmgfin.com)