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Bill Capuzzi is CEO of Apex Clearing.

With brokerage firms lining up in support of the SEC proposal, fiduciary planners aim to keep their differences from the BD channel intact.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

Mike Golebiowski is president of IBT.

Deborah Sturges is president/CEO of Hallmark Home Mortgage in Fort Wayne, Ind., and is a board member of the Community Home Lenders Association.

Eighty percent of advisors use portals. Many clients say they're not happy.

The rule requires greater public input, an industry trade group says.

Eric Rentsch is vice president of product management at Zywave.

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.

Wim Mijs is chief executive of the European Banking Federation.