The rush of comment letters comes on the final day of the comment period for the Labor Department's new proposal to replace the Obama administration's vacated fiduciary rule.
Read MoreOleg Tishkevich, CEO of INVENT.us., explains how Cloud Native can take advisors into the next level of coordination, integration, simplification and workflow automation.
Read MoreFocus attributes the growth to three RIA acquisitions as well as 15 subacquisitions it made on behalf of its partner firms over the past year.
Read MoreToo many are still focused on capital growth of foundations rather than their charitable purpose.
Read MoreThe SEC nominations for Caroline Crenshaw and current Commissioner Hester Peirce will now go to a full Senate vote, not yet scheduled. Crenshaw seeks to fill the seat vacated by Robert Jackson Jr.
Read MoreThe full Senate vote was the last step in the SEC nominations for Caroline Crenshaw and current Commissioner Hester Peirce.
Read MoreThe direct-to-consumer HSA provider partnered with Devenir to give consumers access to automated investing features.
Read MoreSan Diego-based advisors Scott Dudley and David McQuade align with Financial Advocates, one of LPL Financial’s largest offices of supervisory jurisdiction.
Read MoreThe Morningstar veteran is joined by Tom Valverde, appointed to a newly-created role at Apex.
Read MoreClients are facing the pandemic by re-evaluating early retirement, and even their own life expectancies. Technology providers are responding.
Read MoreCollaboration among advisors may help achieve a positive outcome.
Read MoreThe money will help fund the CFP-registered financial planning programs at four historically Black colleges and universities.
Read MoreThis pandemic has created a window of opportunity for financial advisors to become the “go-to” person among their clients, prospects, COI and everyone in their orbit. Here's how.
Read MoreThese funds lost the most money over the past 30 days.
Read MoreBeyond an attempt to reverse Reg BI, the industry could see a number of securities regulation reforms if Joe Biden wins the presidential election.
Read MoreThe TD Ameritrade trading platforms and educational tools are the first announced technology move in Schwab's acquisition.
Read MoreIn late June, DFA filed to launch its own exchange-traded funds -- meaning for the first time ever its strategies will be available to anyone with a brokerage account.
Read MoreWe're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.
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