The defined contribution industry, record keepers and advisers alike, must catch up fast.
Some key differences from House bill include how mortgage deduction and estate taxes are treated.
Debate rages over whether digital asset is a new currency or risky fad.
More than 22% of its total adviser workforce is now certified by the wirehouse to act as a fiduciary for retirement plans.
The $75M agreement ends a years-long class-action trial.
Putting clients in expensive share classes instead of lower-cost ones hurts investors, chairman says.
Software could disrupt model marketplaces and increase value of investment management
Strategic Partners of Kansas oversees 38 advisers.
The Trump administration review is prompting some retirement plan specialists to hold back on implementing parts of the rule that are vague or challenging.
The hedge fund paid a more than $1 million settlement to a woman who had a relationship with the top exec, according to Wall Street Journal report.
New software kit promises to simplify process of creating artificial-intelligence-powered tools for advisers.
The House bill seeks to limit the 25% rate to manufacturers, but will still creates opportunities for strategic tax management.
A Heritage Foundation event was the latest in a flurry of high-level talks about the embattled SRO
Intuitive Investor platform requires at least $10,000 in assets and has a 50-basis-point fee.
Thrivent Financial for Lutherans argues the regulation's class-action provision violates its agreement with clients.
Government website offers tips to protect personal data, but gaps may remain.
Provisions in the tax bill will affect advisers and their clients alike.
Fintech firms to embrace Alexa, holograms and more to help advisers deliver financial help to clients.
Fintech can't work if it's not used, but not everyone agrees whether to use carrots or sticks.
Figuring out robo-advisers and fiduciary are among top concerns for financial planners?
