Ex-NBA Star Tim Duncan’s Former Advisor Sentenced to Prison
Charles Banks also must pay retired San Antonio Spurs forward millions in restitution.
LPL Schools Hybrid RIAs on Rollovers
The IBD just clarified its “education-only” policy tied to advisory accounts.
5 Possible Weird Senate Health Bill Effects
The Better Care act could make the health risk hot potato roll in unexpected directions.
Taxes Set to Rise — And Fall — in These States Starting July 1
In just a few days, tax rates will be rising in four states, falling in one and doing both in others.
How Advisors Can Help Prevent Wealthy Families From Losing It All
In his book, “More Than Money,” Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
FSI Taps New Board Members, Leadership for 2018
Dean Harman, CEO of Harman Wealth Management, will be the second financial advisor to chair the group of indie reps and broker-dealers.
Senate Postpones Vote on Health Bill
Trump calls Republicans to the White House for a meeting at 4 p.m. today.
Fidelity Charitable Donor-Advised Fund Grants Surge in First Half
Planned Parenthood, the ACLU and the Natural Resources Defense Council saw big rises in donations, Fidelity Charitable reported.
SEC Moving Forward on Fiduciary Rule, Clayton Says
The SEC chairman tells Congress that he will coordinate the agency’s fiduciary rule with Labor’s version.
Gold Plunges After 1.8 Million Ounces Traded in One Minute
Comex volume spiked to 18,149 lots in London; "No one has a clue" what happened, Marex’s Govett says.