White House Review of SEC Rules Draws Mixed Reactions
By Melanie WaddellAdvisors and industry watchers disagree on whether OMB review will improve or slow SEC rulemaking.
August 28, 2026
Advisors Weigh Vanguard Deal, On and Off Altruist's PlatformSome see a credibility boost and new competition for Schwab and Fidelity; others fear Altruist could lose its edge.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 25, 2026
Does Fear Motivate Clients or Manipulate Them?Using "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 19, 2026
How to Protect Portfolios From InflationInflation tops investors' worry list as the memory of stocks and bonds falling in tandem in 2022 looms large.
August 18, 2026
PRO
How to Keep Clients Out of Medicare Plan DramaSome years, all paths are pleasant. That's probably not the case this year.
August 17, 2026
What the Forbes Fiasco Means for the Future of Advisor RankingsThere are other ways to identify top advisors, an industry executive says.
August 11, 2026
Your Firm Was Acquired. How Do You Tell Your Clients?Firms must think through how to roll out these changes long before a deal is announced.