Washington Bureau

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  FPA’s Man in Washington Speaks of Planner Group’s Priorities

  By James J. Green, AdvisorOne  |  May 9, 2013

  At FPA Retreat 2013, Daniel Penchina voices optimism on SEC user fee legislation; vows more help for state FPA associations.

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  LTCI Benefits Exceed $6B in 2012

  By Danielle Andrus, AdvisorOne  |  March 14, 2013

  Insurers paid $6.6 billion in long-term care insurance benefits in 2012, according to the American Association for Long Term Care Insurance.

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  Brokers Manage Products; Investment Advisors Manage Process

  By Steve Weydert, CFP, MS  |  July 24, 2012

  The absurdity of suggesting that investment advisors and broker-dealers often provide “indistinguishable services” demonstrates a stunning depth of misunderstanding regarding the two industries.

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  Scottrade’s Spirit; Pursuing Practice Excellence; Fiduciary Best Practices: July Investment Advisor—Slideshow

  By Editorial Staff  |  June 27, 2012

  Most people are happy enough to talk about themselves, but Brian Davis, who is the focus Investment Advisor’s cover story, consistently highlights his team’s efforts in providing value and service at Scottrade’s institutional arm.