This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B
The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules
The fact that salespeople barred by one regulator can continue to get a green light from another is confounding
Why should advisers remind clients that they can't only focus on U.S. investing?
What to do when best practices for running your business don’t align with your personal values
The acquisition will double Franklin's assets, which hadn't grown in the last 18 months
Now that I'm part of a larger organization, 95% of my workweek is spent doing what I’m best at: growing the firm
The quality of your employees determines the strength of your business, so here are some tips for identifying the best hires
National standards would be preferable to a patchwork of state-by-state rules when it comes to dealing with rapidly evolving cyberthreats
The proposed regulation that aims to protect investors would end up increasing pressure on the state's working families
Financial wellness is coming of age — and we’re all on the journey together
Your clients have hired you because they want a personal relationship
Big fixed-income managers pit their ESG portfolios against a broad set of competitors
Many clients are making college savings mistakes and could use more help from their financial adviser
Many of last year's trends in the financial advice industry will be front and center again this year, including consolidation, fees and fiduciary regulation
Be on the lookout for more firms to offer income solutions that don’t require investors to sell assets at a large cost
If RIA founder/owners want to keep working but worry the red-hot M&A market will run out of steam, there's a third option
Working longer and delaying Social Security can significantly boost retirees' income
Doing the work involved in moving clients to a new custodian is a massive undertaking
The SECURE Act’s pooled employer plans provision will create a new market for investment advisory services
