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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

Under Lauren Schadle’s tenure, the association rolled out its OneFPA initiative while also dealing with declining membership.

The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”

The $4.64 billion fund lost 75% of its value in two months.

The postponement comes as new accounts surge at competing digital advisors.

The firm plans to reshape how it lends to billionaire clients, especially loans that are backed by hard-to-sell assets.

The U.S. lender was able to sell its stock within four days of discussing its plans, BlackRock CEO Larry Fink says.

The moves also indicate advisors are more willing to make a career change following a recruiting slowdown due to the coronavirus.

The firm experienced record call volumes earlier this year.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

The incident demonstrates that companies are increasingly holding employees accountable, even for behavior that occurs outside the office.

The firm joins a growing number of asset managers offering hidden-asset products.

The SBA’s form clarifies some issues, but still leaves questions to be answered.

More than 300 reps have switched BDs so far this year, with LPL and Cambridge Investment Research completing the two largest grabs.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.

The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.

The results were “not just predicated on expense ratios,” an expert says.

The team is staffing a new office in California for the boutique wealth manager.

The latest version supplements the previously posted rules in order to help borrowers submit their loan forgiveness applications as provided under the CARES Act.