Industry

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

Four of new hires are former wirehouse advisors.

Restoring fee-model disclosures to its website is just the first step in correcting the organization’s “monumental failure,” according to fiduciary watchdog Ron Rhoades.

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

The decision does not diminish the board's conviction that consumers have a right to know how they are paying for products and services, writes the former board chairwoman.

Roughly two-thirds of the $1.2 billion contributions to the firm in 2019 came from appreciated assets.

A watchful planner might have saved a matriarch’s IRA from being allegedly pillaged by her son.

New hires follow two big additions last month that had AUM topping $2 billion.

The custodian is introducing a subscription fee and zero-commission model for advisors.

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.