Fiduciary Rule

A new bill would go further than past attempts to block the Labor Department altogether.

Some advisers are actually embracing changes by making the rules work for them.

Some predict the new standards will push more planners to drop their CFPs.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

The move comes the same week that the SEC said it would try to coordinate with the Labor Department on the regulation.

Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.

Jay Clayton acknowledged in testimony on Capitol Hill that it's a “very complicated issue.”

The regulation, which has broad support among RIAs, has spurred firms to streamline policies and procedures, according to a new study.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

It allows more flexibility than some may think, according to executives from the two firms.

One alternative is a hybrid long-term-care policy with features of traditional LTC insurance and cash-value life coverage that grows over time.

More banks are implementing second-story adviser programs as they embrace advice-based client relationships in the wake of the fiduciary rule.

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Independent advisers are poised to benefit from implementation of the DoL ruling.

The impartial conduct standards are rigorous. And they are especially necessary for small investors.

You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.

The truth is, many investors would be horrified to learn the true extent of the fees they pay.

Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.