Fiduciary Rule

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

How have other countries that introduced fiduciary standards before the U.S. fared? Toronto-based adviser Trevor Parry gives the long view.

Analysis: Arguably the greatest adjustment pressure will be on annuity companies and broker-dealer and insurance firms that will not likely qualify for the level-fee fiduciary exception.

The trio expressed confidence in their ability to weather the impact of the rule on their wealth businesses during recent earnings calls.

The traditional grid that delivered handsome payouts for advisers will likely go away for all but the top performers.

Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.

If advisers fall short, “required disclosures will provide a roadmap to the plaintiff’s attorney to pursue."

The clock is ticking for the onset of an incredibly far-reaching new fiduciary rule. Here’s who it helps — and hurts.

Rogers described any potential impact of the new rule as marginal and noted that it might also offer opportunity.

Don't fight the DoL's new regulation, says a leading recruiter. Instead, try these strategies that can help you embrace the rule and boost your business.