RIAs

As of May 2, CFPs will lose the right to sue the board.

The former wirehouse advisor is the newest hire at Snowden Lane Partners, an independent firm.

“We expect this momentum to continue and potentially accelerate over the next five to seven years,” says investment banker David DeVoe.

Unscrupulous advisors are finding safe havens, and fear no regulatory body.

“We expect this momentum to continue and potentially accelerate over the next five to seven years,” says investment banker David DeVoe.

Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.

Implementing the rule is a key legacy goal of the Obama administration.

"The number of quality buyers has grown significantly," Jon Beatty, SVP, sales and relationship management for Charles Schwab Advisor Services.

Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).