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Maryland jumps into fiduciary fray with legislation requiring brokers to act in best interests of clients

Sponsor says bill is aimed at preserving consumer protections enacted after financial crisis.

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Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

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Advisers should take SEC up on offer to waive penalties

This isn’t exactly an amnesty program, but it’s probably the closest thing.

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What it means to be a `point in time’ fiduciary

Timing is everything when it comes to giving advice to retirement plan participants.

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Is Fidelity competing with retirement plan advisers?

As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.

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What’s the right number of funds in a 401(k) plan?

There’s no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.

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If Finra eases firm oversight of outside business activities, broker-dealers could lose revenue

Brokerage firms would no longer be able to charge reps for supervising nonaffiliated RIAs.

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Don’t sell your soul for a large transition package

Advisers should carefully scrutinize the package they’re offered for moving their practice to a new firm.

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These Triplet Models Want to Take This Town by the Throat

Arianna Levesque is the stylist and designer; Andrea the photographer; and Athena the actress. But they always market themselves as one.

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Advisers working with their Valentines

Isn’t every day Valentine’s Day when you work with your spouse?

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