Pershing's Mark Tibergien: RIAs are at risk of running afoul of the DOL fiduciary rule

October 21, 2016 | Runtime: 3:18

While many in the RIA community advocated for the fiduciary standard, it may open them up to litigation going forward, according to Mark Tibergien, CEO of Pershing Advisor Solutions.

Biggest challenges broker-dealers face with the DOL fiduciary rule

October 18, 2016 | Runtime: 3:31

Broker-dealers face many challenges as they prepare for the implementation of the DOL fiduciary rule next year. Industry executives weigh in on the specific hurdles their firms face and the potential consequences of not overcoming them.

Lessons broker-dealers learned from the DOL fiduciary rule

October 13, 2016 | Runtime: 3:25

The DOL fiduciary rulemaking process was a test of how well the financial advisory industry can work with regulators. Top industry executives from firms including LPL and SagePoint Financial weigh in on what comes next as firms absorb the rule.

Mary Beth Franklin: These retirees lost most when Congress changed Social Security benefits

October 11, 2016 | Runtime: 1:19

Divorced spouses were real losers of the dramatic changes Congress made to Social Security benefits last year, according to InvestmentNews contributing editor Mary Beth Franklin. Find out how they are missing out.

How broker-dealers are preparing for the DOL fiduciary rule

October 04, 2016 | Runtime: 3:09

Executives from firms including LPL Financial and Voya Financial Advisors discuss the steps they are taking to prepare for the compliance requirements tied to the Department of Labor's fiduciary rule.

What's next for the economy?

September 28, 2016 | Runtime: 1:45

Are we approaching a recession? Herb Morgan, CEO and chief investment officer of Efficient Market Advisors, says strong imports are making our economy look weaker than it is.

3 ways advisers can get ahead of the DOL fiduciary rule

September 24, 2016 | Runtime: 2:39

Right now, many advisers are completely overwhelmed by the new fiduciary rule, according to Matthew Schulte, senior vice president for financial planning at eMoney Advisor. Here's how they can best prepare before the regulation's implementation.

What eMoney is doing to prepare advisers for the fiduciary rule

September 22, 2016 | Runtime: 1:55

Financial software company eMoney Advisor is arming financial advisers with a new tool to help them prepare for the DOL fiduciary rule's April 2017 deadline. eMoney CEO Ed O’Brien discusses the details.

Fidelity's Durbin: Why the advisory industry is at a crossroads

September 21, 2016 | Runtime: 2:35

The advisory business is growing, but firms are in flux. In an interview at the eMoney Advisor Summit, Michael Durbin, president of Fidelity Wealth Technologies, says regulatory changes and tech innovations have advisers at an inflection point.

Mary Beth Franklin: The Social Security claiming strategy Congress didn't touch

September 19, 2016 | Runtime: 1:14

If you are a surviving spouse and also entitled to Social Security benefits based on your own work record, you can still claim one benefit first and switch to the other later. InvestmentNews' Mary Beth Franklin discusses the strategy.

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