How Trump Presidency Is Boosting Demand for Impact Investing, ESG Funds
Trump's executive orders and proposed budget cuts affecting environmental and social programs are increasing demand for impact and ESG investments.
Advising Clients on Social Security: Talking Points, Part 2
This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
More Merrill Departures: Recruiting Roundup
Raymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
C Corp, S Corp or LLC for Breakaway Brokers? Each Has Tax Implications
Before making any choices, breakaway brokers should consult an experienced tax attorney or accountant familiar with the industry.
Tax Planning for Business Succession and Stock Purchase Agreements
Tax Facts experts answer questions regarding regarding business succession and stock purchase agreements.
Emergency Request to Block DOL Fiduciary Rule Filed in Texas Court
Industry groups including SIFMA asked the judge to stop the rule from taking effect while they appeal their case.
IA 25 Readers’ Choice: Vote Now for the Most Influential People in the Advisor Industry
This year, we’d like you to share who you see as the biggest influencers, for good or ill, on the industry.
The ‘Best Advisors’ Serve Families, Not Individuals: OppenheimerFunds
The mutual fund company is holding workshops throughout the U.S. to help advisors learn how to retain generations of wealthy families as clients.
Trump Labor Nominee Acosta to Get TV Advertising Push
America Rising Squared, a Republican group, is launching a six-figure TV ad campaign supporting Acosta, whose confirmation hearing has been delayed until March 22.
Talent Development, Cybersecurity Are Top Advisor Concerns: IAA/Cerulli Poll
In premier Executive Outlook Survey, fee pressure, technology and compliance costs are growing worries.