Trump ‘Very Sure’ Rubio Will Vote ‘Yes’ on Tax Bill
“I think that Senator Rubio will be there,” Trump said.
These Guys Want to Lend You Money Against Your Bitcoin
Lenders offer loans with digital coins as collateral; ‘I would be very interested in doing this,’ Bitcoin Jesus says.
LPL Shares Update on First Wave of NPH Onboarding
These 11 large groups moving onto LPL’s platforms should bring between $12.5 billion and $16 billion in combined client assets.
Sen. Rubio Opposes Tax Bill, Rattling Negotiations
The Florida Republican is pushing for an increased child tax credit.
For Advisors, Tax Bill Could Start Shakeout, Job Switching
Tentative deal sets 20% deduction for pass-throughs; brokers at big banks wouldn’t be eligible for the tax break.
5 Peeks Inside Unum, for Agents
Executives talk about stop-loss goals, and the effects of adding dental and vision to disability sales.
How Do Fiduciary Ties Affect When Clients Can Sue?
California judges found that a statute of limitations period began while the plaintiffs were still the advisors' clients.
Raymond James Recruits Wirehouse Reps With $1.75B
The 11 financial advisors join its employee, independent and Alex. Brown units from UBS, Merrill Lynch and Morgan Stanley.
Senate Panel Advances Labor’s EBSA Chief Nomination
Senate HELP Committee voted Wednesday to advance Rutledge, who will help steer fiduciary rule changes, as well as O’Scannlain as solicitor.
Warning to Veteran Advisors: Your Old Model Won’t Cut It With Millennials
Eric Roberge, 38, a “personal trainer for your finances,” tells ThinkAdvisor his secrets to working with younger clients.