$2B Trilogy Group Transitions From NPH to LPL
In other news, Ameriprise recruits Wells Fargo reps with nearly $370 million in assets.
Schwab Shows RIAs How to Stand Out
The many shades of independence can create confusion in the minds of investors, but a new ad campaign aims to resolve this.
Fidelity Rolls Out New Bond Fund and 2 Lower-Priced Share Classes
The Fidelity Short-Term Bond Index Fund can be bought with fees as low as 3 basis points.
HighTower to Sell Big Stake to PE Firm
Thomas H. Lee Partners is buying a large interest in the RIA consolidator, which has about $50 billion in assets.
After Advisor Outcry, TD Ameritrade Delays New Fees on Popular ETFs
TDAI president Tom Nally tells ThinkAdvisor that the original timeframe for the transition period was a “miss on our part.”
Working Past 70½? Skip the 401(k) RMD Without Penalty
For clients working past age 70½, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
Thinking About Private Equity in a Retirement Portfolio? Read This First
Despite risks associated with PE investments, the sector may be worth exploring as part of a retirement strategy for those willing to do the homework.
Trump Says He May Pick Taylor and Powell for Fed Leadership Seats
‘They’re both very talented people,’ he tells Fox Business; it is unclear which candidate would be chairman and which would be vice chair.
Trump Advisors Lean Toward Taylor or Powell for Fed
Yellen is said to fare well in interview with the president, who hasn’t yet made his choice from slate of five contenders.
Get Clients to Break Their ‘Money Silence’ or Lose Them
Kathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy — and stop the next generation from firing them.