Scott Wenger

The organizers of the XY Planning Network want their RIA event to be a family affair unlike any other in the industry.

Establishing personal key performance indicators is vital, planners say at XY Planning Network conference.

The nation's biggest IBD believes macro trends are ideal to boost recruiting, says LPL managing director Bill Morrissey.

Lawyers will likely become "very industrious … and once the trial bar is on to something, you know regulators will look,” a Schwab exec predicts.

Months before the law is phased in, "traditional firms are beginning to look more and more" like independents.

“There are so many business models offering financial advice, it’s almost impossible for a layperson to distinguish between advice and sales,” a panelist says.

The new rules were developed in consultation with the SEC, the Labor secretary adds.

Advisors should be “prepared to defend their recommendations,” the low-cost planning pioneer says, and predicts the demise of high-fee products.

A thought-provoking look at how Vanguard products – and potential retirement plan alternatives – touched off a debate.

"Position a plan of life phases rather than life stages," trend researcher Kim Lear says at Schwab Impact.