FPA

Shannon Pike will concentrate on bridging adviser communities.

While a federal court allowed the organization to file a brief saying it upheld fiduciary values, it should not be providing expert opinions, writes the founder of a fiduciary consulting firm.

It may seem like a no-brainer for RIA owners to look within the firm when they retire. Yet this assumption overlooks critical aspects of what an internal succession plan actually entails, says consulting executive David DeVoe.

Some worry that hiring interns will be too costly or time consuming.

When more clients live ever longer lives, what's an adviser to do?

The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.

Helping those in need is not for the faint of heart, but it is a great way for fledgling planners to hone their skills.

Sure, many organizers could do a better job, but attendees can also make sure they’re getting their money’s worth, Bob Veres says.