Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence

Rob Isbitts's well-researched quick takes that'll educate an RIA in 10 minutes on items from margin debt and corporate earnings to house-flipping

The big talk was the lateral move of some assets to Cetera but it was more a smokescreen for a breakaway

Tim Hockey, poised to meet advisors in San Diego next week, allows that RIA business is a 'real gem' but may also be priming the pump to put more proprietary products on the shelves at 600 TD and Scottrade branches

But for one jarring tweet, three women call event epic but peaceful, and a sure-fire cure for that post-election funk

Poached from Foothill Securities, Chipman cites his former employer as the reason he can talk the talk of his quarry -- smaller firm execs seeking a port in a fiduciary storm

Ex-Schwab retail chief Clendening makes the ex-Fido RIA chief his new CEO -- with ambitious plans in an atmosphere of revenue-sharing, variable annuities and commission sales

Pack up that Nasty Woman T-shirt for a pre-dawn trip and client blowback be damned

Jason Roberts at Pension Resources Institute: It's the DOL itself saying 'maybe we got this wrong' as a means of giving cover to delay.

Stay open to the possibility that tapping into our inner American rogue will yield untold benefits but be ready to hold the politicians accountable if the experiment fails

Enough feeble excuses and convoluted rationalizations for delaying the DOL rule

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

In prolix prose, the Labor Department's 'exemptions' sound like fiduciary exceptions; as poems, they sound like suitability-level loopholes

Owner of a $83.6-billion RIA roll-up, the San Francisco-based bank reacts to tightening labor supply, political pressure and its own good cash flow

Fulmino's CV includes stints at Broadridge and News Corp.

Dan Brandenburg will join the Boston-based firm's D.C. offices

The kids pioneered the mindset but now the Oroses of the world grab quality-of-work, make-a-difference opportunities that their experience allows them to command

Julie Colucci was also senior client associate at Silver Bridge Advisors, formerly Hale & Dorr Wealth Management

The inquiring gadfly at the 2017 markets chat got in her shot about Vanguard's value proposition and the Vanguard chief humble-bragged about his company's problem of too much volume

With nine days and counting until President Trump, Conservatives deploy fresh troops in Washington with guns trained on the DOL rule

The executive chairman and Jamie Price slash bond and ETF trading costs, roll-out robo-turnkey and create so-called NTF platform for brokers

The sales manager who was once an advisor was previously with ADP Retirement Services

The 14-year veteran of sales in the retirement arena comes to the firm from CUNA Mutual Retirement Solutions

The Great West alumnus will lead the business development efforts in Western states and Hawaii

Registered investment advisors know that finding equilibrium isn't simply 'the middle' but a dynamic shifting process using mind and heart

The life insurance on the suicide was executed with chilling precision by the ex-CEO and the CFTC was called in to do the regulatory dirty work

Fiduciary watchdog Knut Rostad warns that RIAs must zealously expose wirehouses tricked out in best-interests-of-the-investor drag

Remembering your value busts up the dilemma of selling within a circle of friends

The former 'thought leader' is moving three children to Kansas City to more rapidly move the old-line mutual fund company to action

The better part of registering with the SEC directly as an RIA is that nobody is making you do it and clients can feel it even if they don't fully understand your poorly phrased explanations