For Advisors, Tax Bill Could Start Shakeout, Job Switching
The deal sets 20% deduction for pass-throughs; brokers at big banks wouldn’t be eligible for the tax break.
SIFMA Sees SEC Fiduciary Rule Proposal Within 18 Months
The lobbying group takes SEC Chairman Jay Clayton "at his word" that the rule is a top priority, CEO Ken Bentsen says.
SEC Chief Clayton Issues Warning on Cryptocurrencies, ICOs
“If you choose to invest in these products, please ask questions and demand clear answers,” Clayton said on the day Bitcoin futures debuted.
Andy Friedman Answers Top 7 Advisor Tax Bill Questions
Friedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
Aguilar, TD’s Schweiss Discuss How an SEC Fiduciary Rule Could Work
The two industry insiders talked to ThinkAdvisor about how a rule could move forward but said proposing one next year would be "tricky."
Morgan Stanley Fires Ex-Rep. Harold Ford Jr. After Accusation by Woman
Ford was hired by Morgan Stanley in 2011 as a senior client relationship manager.
Top 10 Ridiculous Luxury Gifts: 2017
ThinkAdvisor had fun trying to figure out what Santa might bring to those who have so many chimneys that Santa may get confused and give up.
12 Cool, Affordable Gifts for Financial Advisors
Looking for a gift for an advisor, or want to spend a little money on a client? Here are some holiday gift ideas from ThinkAdvisor.
Triad Advisors Adds $900M Group: Recruiting Roundup
Meanwhile, Woodbury and Ameriprise Financial share news on their latest hires.
2 Advisor Groups With LPL Ties Merge
Wealth Enhancement Group has some $7.5 billion in client assets; the move boosts its presence in Florida.