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As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.March 23
Director of PlanningLife Planning Partners -
Bank tellers, call-center employees and support staff are part of the roughly 70% of American workers who don’t have the ability to work from home.March 23
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The company's bank tellers, call-center workers and support staff are part of the roughly 70% of American workers who don’t have the ability to work from home.March 20
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The tumult is the latest example of the pressures that the firm faces as an upstart in the hyper-competitive and tightly regulated brokerage business.March 16
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Senior officials are growing wary of how firms are trying to recoup revenue amid the "race to zero" commissions.March 12
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Restoring fee-model disclosures to its website is just the first step in correcting the organization’s “monumental failure,” according to fiduciary watchdog Ron Rhoades.March 9
CFP and professor at Western Kentucky University
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The decision does not diminish the board's conviction that consumers have a right to know how they are paying for products and services, writes the former board chairwoman.March 6
Financial planner, former CFP Board chairwoman.
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The custodian is introducing a subscription fee and zero-commission model for advisors.March 5
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“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.March 5
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RIAs already on the platform can stick with the old pricing model or transition to the new one.March 4
