Trump Victory Changes Financial Services Leaders, Priorities
Donald Trump's victory in the presidential election is ushering in sweeping change across the financial services spectrum.
The Fundamental Things Apply
Presidential contenders often temper their policies once in the Oval Office, a trend we’re already seeing with Mr. Trump.
Dalbar Tool Aims to Limit DOL Rule’s Pay Cuts: Top Portfolio Products
Dalbar estimates that the average advisor could see a $34,000 reduction in compensation.
How Trump, New Labor Chief Could Kill DOL Fiduciary Rule
If overturning the DOL rule is a high priority for Trump, “it will happen one way or another,” says Andy Friedman of Washington Update.
Don’t Overreact. Stay Optimistic. Advice From Advisors Post-Election
Whether it’s been clients or media asking advisors the questions, the advice has been the same: “Focus on the long term.”
LPL Hosting First Stand-Alone Event for Female Advisors
The conference is bringing together 100 registered reps and others to focus on leadership, wellness and more.
Small Business Self-Funded Health Insurance Surges
For the right firm, the self-funding healthcare option can help employers mitigate the risk of rising premiums while continuing to assist employees with health coverage.
5 ETF Trading Tips to Help Limit Risks
The time of day is important as is the use of limit orders when trading ETFs, according to Morningstar’s head of Global ETF Research.
Commonwealth CEO: ‘Unlimited Liability’ Led to Dropping Commission Products
CEO Wayne Bloom lays out the IBD’s response to the DOL’s fiduciary “stew,” including maintaining payouts.
The 5 ‘Mega Trends’ Remaking Wealth Management
Laser App published the first in a series of white papers detailing the trends and the effect they’ll have on the wealth management industry.