Former Wells Fargo Exec Acquires Part of $800M FiNet Team
In other news, Focus Financial helps two partner firms complete merger deals.
Gundlach Says Kashkari to Be Next Fed Chair
The DoubleLine exec predicts the current Minneapolis Fed president will replace Janet Yellen.
Fidelity Institutional Names Durbin President
Michael Durbin is now in charge of clearing, custody, trading and other programs for RIAs, BDs and related institutions.
Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
RBC Wealth Grabs Rival’s Top Recruiter
Michael Parker was an executive vice president and chief development officer for HighTower Advisors.
Alerting Your Clients to a Major, and Yet Underappreciated, Risk
Lurking in your clients’ homes lies a risk that can cause major stress as well as financial loss.
GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
Trump Says He'll Decide on New Fed Chair in Two to Three Weeks
Fed chair Janet Yellen considered to be among candidates; Warsh and Powell interviewed as Trump, Mnuchin consider options.
FPA Partners With TD Ameritrade to Boost CFP Content
The new educational materials will be showcased Oct. 1-4 at the 2017 FPA Annual Conference in Nashville.
Here’s How Financially Naive Millennial Parents Are
According to Personal Capital, 70% say they favor saving for their kid’s college education over saving for retirement, a strategy advisors usually oppose.