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Jamie Price
Advisor Group CEO praises SEC best interest proposal
Jamie Price doesn’t expect the firm's advisors to have any problem with a new standard after taking steps to comply with the more restrictive DOL rule.
How fee-based assets are remaking a $20T industry
IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.
Sponsored by Commonwealth Financial Network
Eyeing robo advisors, IBDs to launch new client portals
Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.
Voices
Tough questions about sexual harassment in wealth management
Chelsea Emery
Editor in Chief
Financial Planning
It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.
Bitcoin, robos and more: Lightning round with Advisor Group CEO Price
It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.
New FSC Securities chief’s challenges include robos, fiduciary rule
Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.
FSC Securities hires ex-Waddell & Reed president as CEO
Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.
Fiduciary poach: Advisor Group hires training specialist from LPL
The new executive will lead a team counseling advisers on how to comply with the DOL rule.
Voices
The ticking time bomb most firms have overlooked
Chelsea Emery
Editor in Chief
Financial Planning
Succession planning is easy to talk about. It’s much harder for planners to actually plan for.
Fiduciary rule delayed by 60 days
The Labor Department will now conduct a review with an eye toward amending or rescinding it.
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