During the coming year, regulators and lawmakers are expected to push forward with Dodd-Frank Act provisions, new rules for retirement plan advisors, and a host of other policies that could impact financial advisors, reports Financial-Planning.com.

Gaining increased knowledge of investing is one of the frequently cited advantages of working with advisors in a recent survey of millionaire, reports Spectrem’s Millionaire Corner.

 

Total Rebalance Expert (TRX) has integrated its portfolio rebalancing software with Morningstar Office, which is a platform with research and analytical data on mutual funds, stocks and other investments, reports advisors4advisors.