Clients should have the option of paying for advice in a way that makes them most comfortable and makes sense for them.
Finra should seriously consider suggestions for changes to its proposed broker bonus disclosure rule.
Tax season is the perfect time to help clients take a look back — and ahead — in order to address their retirement plans.
It's time for the SEC to take a hard look at its third-party exam process and consider ways to streamline it.
It's time to call a truce in the war of words among robo-rivals and get back to business.
It's about time Mary Jo White took the helm and steered the agenda of this supposedly nonpartisan body beyond its present partisan split on fiduciary.
Owners who want to sell must do their homework and put in the difficult effort to prepare for sale
As senators invite the public to contact them with ideas on tax reform, advisers should speak up
Bert Whitehead's exit suggests NAPFA can't stand disagreement in its upper ranks
Clients are yours to lose, so provide good advice to your clients will stick around
