Advisor Opposition to DOL Fiduciary Revamp Still Strong: Poll
By Melanie WaddellThe poll by FSI also gauged advisors stance on a number of other issues, like the economy, taxes and succession planning.
November 13, 2013
A Commission-Only Crackdown? Really?CFP Board is right to restrict the affiliation of fee-only advisors with BDs and right to require brokers to describe themselves as fee and commission.
November 12, 2013
Evensky & Katz Win Award at Schwab ImpactEvensky & Katz Wealth Management has won an award yet again as Schwab hands out IMPACT awards.
November 11, 2013
Bernie Clark Warns: Next Gen Is Now This Gen. Better Keep UpHead of Schwab Advisor Services also rails against harmonization of RIA and BD regs.
November 08, 2013
Unique Advisor Site Targets Ultra-AffluentMost striking, perhaps, is not what is present on high-end RIA Aspiriant's newly relaunched website but what is missing.
November 08, 2013
Why In-Person Advisor Conferences Still Matter: Case in Point, Schwab ImpactThere are more ways than ever for advisors to learn from each other, and to support each other, but nothing beats an in-person gathering of the like-minded.
November 08, 2013
Schwab’s Clark Vows to Take On Washington at Impact 2013As advisor registrants approach the 1,800 mark, Bernie Clark says Washington advocacy will take center stage at custodians annual conference.
November 06, 2013
Genworth Wealth Management Now Called AssetMark—AgainWhats old is new for the recently sold, and rebranded, financial services firm.