The fiduciary rule is coming — Here’s how investors can prepare
By Ali Malito
Some firms are using digital and newspaper ads to reach out to clients. Merrill Lynch in November placed newspaper ads saying “we are committed to your best interest. Not the status quo” while telling its advisers to stop selling mutual funds for clients’ IRAs as of November.
And Betterment, the largest direct-to-consumer robo adviser, placed a full-page ad in a December issue of The Wall Street Journal that asked Trump to do right by retirement savers.