More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements.
RIAs, wirehouses exploring new ways of connecting with clients online.
Morningstar reports 529 assets increased 4.3% overall last year, but the direct-sold variety gained market share, to 53.3%.
The largest LTC insurer is offering a medically underwritten single premium immediate annuity as an alternative for older Americans.
Advisers should take these factors into account when incorporating long-term-care insurance into a client's financial plan.
The MSCI Emerging Markets Index is up 14.8% this year through August, including dividends, while the S&P 500 is up 7.8%
<i>Breakfast with Benjamin</i> Why EU-Ireland-Apple tax drama likely will be contested in court for years.
The Evergreen Group joins RBC's office in San Antonio
Outflows at Franklin and Waddell & Reed mask overall healthy inflows.
Thirteen advisory firms repeated unsubstantiated claims about investment performance.
August and September can be rough months for investors.
This is the time of year when everyone on Medicare can reevaluate features of their contracts to see if they're getting the best coverage at the best price.
Mr. Moore, Cetera's non-executive chairman, will take over the reins Sept. 12.
<i>Breakfast with Benjamin</i> How rising pay on the low end of the wage scale is pressuring the Fed as it ponders raising rates.
ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.
Priorities include business continuity plans, cybersecurity and fee disclosure.
The group opened Encore Wealth Management at Wells Fargo Advisors Financial Network.
Sales are estimated to fall to $40 billion next year, a level not seen since 2013. The drop would put an end to the products' nearly decade-long surge in growth.
The broker-dealer network is seeking a new chief executive as Valerie Brown temporarily fills the role.
In an unusual move, an indie B-D has been named a co-defendant in a suit that could be a sign of more legal fights for small plans.
