More than 3,000 advisers use the portfolio management and reporting engine.
The VAs are at the heart of an ongoing dispute with brokers and broker-dealers over canceled trail commissions.
Brokers are rejecting a culture driven by leaders who lack ethics and who have never been advisers.
Bank was found guilty of helping French clients hide assets from tax authorities.
Penalties dwarf what bank set aside for legal issues and exceed earnings for all of last year.
CEO Robert Moore's resignation signals further adjustments at the IBD network.
Franklin Templeton settlement is among the largest in recent self-dealing cases.
Those turning 66 this year are the last group eligible for the spousal claiming strategy.
Lower fees will help you sustain your business and fulfill your fiduciary duty
An acquittal would undercut PNF credibility because of large fines requested.
Investor advocate calls insurance proposal weaker than existing broker suitability standard
With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.
CEO Geoffrey Brown: 'The SEC's proposal is misleading and confusing for consumers.'
After determining a client is paying unnecessary taxes, LifeYield will recommend specific trades.
Private equity has a growing appetite for the retirement plan market.
Fee-based advice is not perfect, but most clients prefer it over a commission-based option
This month's edition kicks off with the big news that eMoney Advisor founder Edmond Walters is back, with a new financial planning software competitor.
Chairman Ben Brigeman will serve as interim chief executive while a search for a permanent CEO is conducted.
Many financial plans are flawed because advisers don't get enough clarity about the intention and purpose behind people's priorities.
These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation.
