Fiduciary Rule

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

Though some say the rule's future is in doubt, the firm is going ahead with sweeping changes it hopes will make its advisers more competitive.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

With a deep résumé representing Wall Street firms, Jay Clayton is seen as a business-friendly choice not expected to push major new regulations or ramp up RIA exams.

How the new regulation will affect a planner’s advice.

Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.

The industry's trajectory is being permanently altered. Here's why.

Will Chief District Judge Barbara Lynn be the first to rule against the regulation? Opponents of a case in Texas federal court have high hopes.

The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future after Trump takes office.

Advisers and experts offer insights about the changes and issues the industry will face next year.