Jamie Price

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.

Career moves Tobias Salinger July 25

Career moves Tobias Salinger July 25
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.

Succession planning May 1

Succession planning May 1
Fiduciary rule delayed by 60 days

The Labor Department will now conduct a review with an eye toward amending or rescinding it.

Fiduciary Rule Andrew Welsch April 4

Fiduciary Rule Andrew Welsch April 4
Advisor Group consolidation yields new super OSJ

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

Independent BDs Tobias Salinger March 8

Independent BDs Tobias Salinger March 8
No turning back the clock on fiduciary

After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.

Fiduciary Rule Andrew Welsch February 7

Fiduciary Rule Andrew Welsch February 7
Advisor Group gears up for acquisitions ahead of DoL rule

The costs of complying with the fiduciary rule may cause many smaller independent broker-dealers to disappear. Advisor Group plans to take advantage of this trend.

Independent BDs Ann Marsh January 19

Independent BDs Ann Marsh January 19
Advisor Group slashes fees in preparation for fiduciary future

Though some say the rule's future is in doubt, the firm is going ahead with sweeping changes it hopes will make its advisers more competitive.

Fiduciary Rule Andrew Welsch January 10

Fiduciary Rule Andrew Welsch January 10

Jamie Price

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