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.

Spending more time showing clients how to best enjoy their money could be more consequential than building their savings, advisors at NAPFA Conference are told.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.

Emphasis at the Women Advisors Forum in San Francisco is on smart strategies advisors can use to build their practices and support women in the industry.

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

RCS executive says it “will take some time” to restore normalcy to his embattled firms.