House Bill to Require SEC, DOL Fiduciary Collaboration
By Melanie WaddellBut SECs Mary Jo White maintains SEC and DOL are "two different agencies"; says more exam "coverage" is needed for advisors.
May 14, 2013
Nationwide Releases Fee-Based Variable AnnuityNationwide is the latest company to join an industry push to convince advisors that their concerns with VAs have been addressed.
May 13, 2013
If You Serve(d) in the Military, AdvisorOne Wants You!For any advisor who serves, or served, our country in the armed forces, wed like to invite you to tell us about your service so we can share your stories in our ongoing Advisors Who Serve(d) slideshows.
May 13, 2013
Savant Capital Enters Online Planning SpaceDoes online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.
May 09, 2013
Why Women Select, Retain or Reject an AdvisorThe money I spent on a financial advisor was "the best investment I ever made," says one panelist.
May 09, 2013
8 Practice Areas Where Advisors Can Save Big With TechBetween 40% and 45% of revenue goes to overheada number that isn't changing with growth, but could with some help from technology.
May 09, 2013
Top Advisors Sound Off on Tech: NAPFA Conference"How to service high-end clients over and above money management is something were constantly examining," said one advisor.
May 09, 2013
What’s an RIA’s Ideal Model? (Hint: It’s About the Money)For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.