Updated Friday, May 29, 2015 as of 12:22 AM ET
May 27, 2015
Trust is integral to any advisor-client relationship -- but what happens when clients hold back information that's critical to their financial health?
The revised proposal would require brokers to disclose to clients the compensation they receive...  more »
Richard Ketchum voices support for SEC to move on a uniform fiduciary standard for brokers and...  more »
In all, 81% of advisors surveyed said they used or recommended ETFs versus 78% who used or...  more »
Surviving spouses will require hands-on help from their advisors to get important tasks done --...  more »
Partner Insights
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
Advisors on the Move: Wells Fargo Nabs $650M Team
The May Issue is now online!


Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

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