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Taking stock of the new political landscape in Washington

The incoming Congress will present both challenges and opportunities for the financial advisory profession.

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Some good news about female recruitment in financial advice

Each of four core advisory positions tracked in InvestmentNews’ benchmarking study has seen an uptick in women entrants.

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How to be a mentor

Mentoring and sponsoring others is our responsibility, but establishing a relationship with a mentee takes thoughtfulness and time.

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Private equity eyes long-term care insurance

There’s a risk advisers could see quality of care suffer for their clients in these sorts of deals.

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Morningstar: DOL fiduciary rule reduces inflows to mutual funds with high loads

With the measure’s demise, will the SEC’s advice reform sustain the momentum?

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Auditor walks away from private placement firm GPB Capital

A change in auditors can be perceived as a red flag by many investors.

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Advisor Group launching new paperless onboarding technology

Program hopes to give advisers a fully digital client experience on par with robos.

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The new normal of succession planning

As more people work past the traditional retirement age, what does that mean for succession plans?

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Great change or gridlock? Under a bipartisan Congress, advisers will see change

Legislation to boost retirement savings might gain support.

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Step one: Withdraw from the broker protocol

Pulling out of the protocol proved to be one part of multipronged strategies by Morgan Stanley and UBS to reduce broker attrition. So far, their plans seem to be working.

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