XY Planning focuses on state fiduciary rules after losing Reg BI suit

XYPN co-founder Michael Kitces says the federal appeals court’s decision to uphold the measure could ‘embolden’ states
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Empower’s $1 billion deal for Personal Capital could boost rollover business

The combined companies will give retirement savers the ability to view all of their financial accounts in one place
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Increase client satisfaction through planning

New research shows a divide between the services financial advisers are providing and what clients value
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Refinitiv launches Digital Investor tool for wealth managers

The product builds on the firm’s long-term goal to become a powerhouse in the financial advice industry
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Hybrid managing $530 million moves to LPL

Bernicke Wealth Management is leaving Triad and TD Ameritrade
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