RIAs

The final version of the memorandum that President Trump signed did not actually include a provision to hold up the regulation. It's still game on.

"Just the talk about the rule has been free advertising for planners committed to prioritizing their client's needs over juicing their own compensation," says one leading fiduciary planner.

Advisers reacted to President Trump's efforts to halt the regulation.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

Robos, among other pressures, will force an evolution in the percentage of AUM fee model, the custodian head says.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

CFP Board and other supporters see the Labor Department's rule on retirement advice under assault, digging in for fight against administrative or legislative efforts to delay the rule.

The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.

Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.

The new recruit generated $850,000 in annual revenue, according to the regional BD.