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"There is an effort underway in our industry to redefine value," Tim Hockey, TD Ameritrade's chief executive officer, said about the lower commissions.
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Melissa Sotudeh, CFP, is a wealth adviser at Halpern Financial, an independent, fee-only wealth management firm with offices in Rockville, Maryland, and Ashburn, Virginia. She is the author of Find Your Financial Safety School.
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The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
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Take a look at some of the best comments from your industry peers on the fiduciary rule.
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After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.
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If rule isn’t scaled back, the lower tier of advisers has a rough road ahead. Their “future isn’t what it was in the past.”
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It’s not just about consumer advocates and advisers; there’s another side to the issue that’s not getting the attention it deserves.
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Employee Benefit News and Employee Benefit Adviser -
Alex Bibeau is the Global Total Rewards Manager at Halogen Software. He leads the company’s compensation and benefits programs.
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Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."
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