The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of Merrill Lynch.
The self-help guru is a board member and 30% owner of America's Best 401(k) Company.
Transaction charges for three ETF managers will drop 45%.
Study of 30 mobile apps found vulnerabilities at 29 firms.
Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end.
Creative Planning had hired the self-help guru three years ago as chief of investor psychology.
The regulation, expected in December, likely will be contoured to the SEC's new advice standards.
The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far
Commission adds new item to agenda: Interpretation of broker guidance that qualifies as advice
The largest IBD in the country has agreed to buy a small broker-dealer in Florida to kick off the new effort.