In the newest version of its proposed standards, the CFP Board retains the extension of fiduciary duty to all financial advice and removes disclosure requirements before an advisor enters into a formal relationship with the client.

Advisors reveal their new year’s resolutions, website ranks firm by advisor misconduct and Woodbury Financial adds three firms.

A $3 million bitcoin scam cost NFL player Darren McFadden potentially $237 million in cryptocurrency gains, why ETFs are just like the beer industry 50 years ago, and how Brooks Bollinger went from football to financial advice.

The rule “would have been another regulatory headache dropped on the industry,” say financial advisors.

We considered over 200 new titles to curate the business books most focused on the needs of wealth management professionals.

An unfavorable work environment was among the reasons they are considering the independent channel.

The gap between the advertised rate for an RIA, and what they actually charge clients, is widening, says Fidelity.