Why RBC Wealth Is Saying ‘Hold the Robo’
The firm isn’t the only one to put a stop to its automated investing plans, says consultant Tim Welsh — remember LPL’s NestWise?
Morningstar’s April Winners and Losers
The research group raises its evaluation of seven funds while dropping ratings on 10 others.
ACA Taxes Aren't Necessarily Going Away: GOP Senators
Orrin Hatch says what stays and what goes has to be negotiated.
Dynasty Rolls Out New Funding Plan for RIAs
Called revenue participation notes, the liquidity options lets advisors raise funds without selling their practices.
Buffett Says Wells Fargo 'Totally Wrong' in Approach to Scandal
Bank failed to act promptly when problems flagged, Buffett says; Berkshire is largest shareholder in Wells Fargo.
Munger Says Fellow Republicans Are ‘Bonkers’ for Taking Away Bank Regulations
He says banks need to act in a "careful, standardized way"; Trump has called Dodd-Frank regulation a "disaster."
Ron Carson — The Advisor’s Advisor: The 2017 IA 25
He argues today's reps must prove their worth and adjust to change; "you either evolve quickly or become irrelevant."
Senate ACA Replacers May Tap Medicare Surtax and Net Investment Tax
Fully repealing both taxes could cost the U.S. government $275 billion in revenue over 10 years, according to CBO analysts.
David Gergen Handicaps the Republican Agenda
The former presidential advisor says passage of a health care bill will clear the way for smaller than expected tax cuts and deregulation.
JPMorgan’s Kelly: Trump’s Tax Plan Faces Roadblocks
The chief global strategist also says the U.S. has a "bumper-lane economy."