Fiduciary: By the Numbers

April 6, 2016 3:03 PM

The release of the Department of Labor's long-awaited fiduciary rule raises many questions about how it will change the industry moving forward. Here, we've assembled a rundown of the big numbers to watch as a new industry landscape takes shape. Click through to see key stats surrounding the fiduciary rule, or click here for a single-page version. All data from the Department of Labor unless otherwise attributed. -- Editorial Staff

Read more:

tFiduciary Rule Expected to Spur Industry Upheaval

tFiduciary and IRAs: What's at Stake

tKey Regulator Doubts Robos Can Be Fiduciaries

tRoth: Will the Fiduciary Standard Actually Help Consumers?

MORE FROM FINANCIAL PLANNING

Investment strategies

Returns on comic books rarely go up, up and away

Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulous storage demands remain concerns.

By Rob Burgess

October 8
Tax

How in-house tax expertise boosts firms like Morgan Stanley, JPMorgan

With deals like Cetera's purchase of Avantax, Morgan Stanley's of Parametric and JPMorgan's of 55ip, big firms are increasingly able to answer high net worth clients' tax questions without having to send them to outside professionals.

By Dan Shaw

October 8
Retirement

Why business owners need a different approach to retirement planning

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

By Elijah Nicholson-Messmer

October 8
Professional development

Guiding married clients through messy money conversations

The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.

By Tobias Salinger

October 8
FACO

As economic optimism hits 3-month high, shutdown worries loom

In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.

By Rob Burgess

October 7
Professional development

Peer networks can help grow next generation of advisors — and clients

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

By Tobias Salinger

October 7