Here’s Where the GOP Tax Plan Stands Right Now
Republican leaders will meet Senator Marco Rubio’s demand that the child credit’s refundability increase beyond $1,100.
These Guys Want to Lend You Money Against Your Bitcoin
Lenders offer loans with digital coins as collateral; “I would be very interested in doing this,” Bitcoin Jesus says.
LPL Shares Update on First Wave of NPH Onboarding
These 11 large groups moving onto LPL’s platforms should bring between $12.5 billion and $16 billion in combined client assets.
Sen. Rubio Opposes Tax Bill, Rattling Negotiations
The Florida Republican is pushing for an increased child tax credit.
For Advisors, Tax Bill Could Start Shakeout, Job Switching
Tentative deal sets 20% deduction for pass-throughs; brokers at big banks wouldn’t be eligible for the tax break.
Raymond James Recruits Wirehouse Reps With $1.75B
The 11 financial advisors join its employee, independent and Alex. Brown units from UBS, Merrill Lynch and Morgan Stanley.
American College Launches New Wealth Management Certification Program
The curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
2 Ways to Solve the Talent Shortage
The issues facing the independent advisory field require collective action.
Higher Ed Bill Like Coal in the Stockings of Student Loan Borrowers
The bill eliminates unsubsidized student loans and loan forgiveness programs, among many other provisions.
Bipartisan Bill Would Allow Electronic Delivery of 401(k) Statements
Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act would cut out wasteful, expensive paper trail