Fiduciary Rule

A handful of states are pushing their own advisor regulations, potentially setting up a legal showdown.

A uniform fiduciary standard is only way to ensure all advisors are putting their clients first, the Democratic senator says.

"We said, 'Even though we are drinking water in the bar, there are too many drunks, so let's not go into the bar.'"

As a fiduciary, "I realized I wasn't putting their best interests first by keeping them," says advisor Tony D'Amico of Fidato Wealth.

The firm is changing course in response to a shifting regulatory landscape and advisor feedback.

Why new rules won’t necessarily prevent bad behavior.

Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.

New York legislators are set to reconsider a previously stalled fiduciary bill.

Reg BI would boost sales because the products fill a pressing need for income over long lifespans, the executives say.

While the IBD advocacy organization supports the proposal’s approach, key questions loom over the timeline and makeup of the potential regulation.