RIAs won’t be exposed to the rule’s more onerous contractual requirements, but they're not completely off the hook.
The group has 725 independent advisors based in 200-plus credit unions and banks.
Developing new talent and worries about cybersecurity are top concerns for financial advisors.
In order to overcome trust issues among millennials, credit unions need to consider a different approach.
Sen. Claire McCaskill (D-Mo.) says rule would hurt small dollar investors and small employers.
Exchange-traded accounts expected to lead pack as all managed money solutions grow, report says.
Watertown, N.Y., credit union goes with INVEST Financial Corp.
Eleven credit unions from seven states sign up for services.
Larger firms tend to pay advisers on an annual grid and at slightly lower rate.
Washington shutdown, risk-based capital, financial advisers all new topics of interest this week.