Dale Brown

• 

  Through the Years: A History of the IA 25

  By Editorial Staff  |  May 29, 2012

  After 10 years, we’ve compiled quite a list of heavyweights that had great influence on the industry.

• 

  Bachus Reintroduces SRO Bill

  By Melanie Waddell, AdvisorOne  |  May 22, 2012

  House Financial Services Chairman Spencer Bachus reintroduced in late April his draft bill calling for a self-regulatory organization (SRO) for advisors.

• 

  Dale Brown: The 2012 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  April 30, 2012

  Dale Brown, president and CEO of the Financial Services Institute, is a perennial member of the IA 25.

• 

  Bachus, McCarthy Introduce SRO Redraft

  By Melanie Waddell, AdvisorOne  |  April 25, 2012

  House Financial Services Chairman Spencer Bachus reintroduced on Wednesday his draft bill calling for an SRO for advisors—one week after industry sources told AdvisorOne that an SRO bill was imminent.

• 

  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

• 

  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.

• 

  FSI Hires Retirement, Tax Lobbyist

  By Melanie Waddell, AdvisorOne  |  April 18, 2012

  The FSI has hired Robert Lewis as government affairs counsel for tax and retirement to take on such issues as the DOL’s redefinition of fiduciary.

• 

  Client-Friendly Report Urges Americans to Boost Savings

  By Gil Weinreich, AdvisorOne  |  April 10, 2012

  As the April 17 tax deadline looms, sensitizing Americans anew to the state of their finances, a financial services industry consortium has released a report advising Americans on how to save for retirement.

• 

  EBSA Cracks Down on Retirement Plan Advisors

  By Melanie Waddell, AdvisorOne  |  March 26, 2012

  Prominent retirement planning officials are warning advisors to make sure that the retirement plans they advise are compliant with Department of Labor rules, as the DOL’s regulatory arm responsible for policing these plans is cracking down.

• 

  Industry Groups Press DOL for ‘Progress Report’ on Fiduciary Redraft

  By Melanie Waddell, AdvisorOne  |  March 13, 2012

  The Financial Services Institute and Financial Services Roundtable are pressuring the Department of Labor to release a “progress report” on the department’s redrafting of its rule amending the definition of fiduciary under ERISA.