Industry

"Just the talk about the rule has been free advertising for planners committed to prioritizing their client's needs over juicing their own compensation," says one leading fiduciary planner.

The firm says it could delay changes it pledged to make to comply.

Advisers reacted to President Trump's efforts to halt the regulation.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

Robos, among other pressures, will force an evolution in the percentage of AUM fee model, the custodian head says.

CEO Jim Cracchiolo said the firm's efforts won't go to waste should the rule be overturned.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

A trained accountant with little background in money management, Allianz’s Jackie Hunt has taken on a formidable challenge.

Morgan Stanley, Merrill Lynch and the other wirehouses gained and lost several standout recruits.

CFP Board and other supporters see the Labor Department's rule on retirement advice under assault, digging in for fight against administrative or legislative efforts to delay the rule.