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"Just the talk about the rule has been free advertising for planners committed to prioritizing their client's needs over juicing their own compensation," says one leading fiduciary planner.
February 4
Life Planning Partners -
Advisers reacted to President Trump's efforts to halt the regulation.
February 3
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To survive, planners must be willing to change in these five areas, according to the popular industry expert.
February 3
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Robos, among other pressures, will force an evolution in the percentage of AUM fee model, the custodian head says.
February 2
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The firm says its trading commission will be lower than even Vanguard's.
February 2
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The two major technology enhancements are set to benefit RIAs, says our tech columnist.
February 2
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CFP Board and other supporters see the Labor Department's rule on retirement advice under assault, digging in for fight against administrative or legislative efforts to delay the rule.
February 1
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The “Pirates of the Caribbean” and “Edward Scissorhands" star accuses his onetime planners of fraud and negligence in a $25 million lawsuit. The former advisors have countersued.
February 1
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The firm says it "terminated" its relationship with the large OSJ. It’s the third large split in two months.
February 1
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The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1
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Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
February 1
Jefferson National -
The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31
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Find out which top practices saw shifts in their employment mix.
January 31
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Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.
January 31
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The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.
January 31
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Fidelity report: What RIA buyers want and what sellers need to know.
January 31
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Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31
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Brokerage revenue is likely to drop for three to five years.
January 30
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The firm also scooped up a market manager from Stifel.
January 30
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Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.
January 30
