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.
4 Year-End Tax Tips as Overhaul Looms
Provisions in the Senate and House tax bills could increase your clients' taxes next year, so consider these moves before 2017 ends.
Bill Gross: Expect a ‘More Cautious and Easier Fed’
The Janus fixed income fund manager shares his monthly outlook, stressing that investors should “be careful in 2018.”
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.
Gundlach: Tax Cut Timing Is ‘Strange’ and ‘Bond-Unfriendly’
The DoubleLine CEO wonders why Republicans want to cut taxes when the economy is picking up.
‘Phase 2’ of DOL Rule Is Dead: Brian Hamburger
At the MarketCounsel Summit, Hamburger also said the Protocol for Broker Recruiting was "unraveling."
3 Quick, Valuable Lessons for Advisors
The financial advice profession has plenty of complicated stories. What advisors need is tangible lessons that can be easily recalled.
Merrill to Stay in Broker Protocol; Wells Fargo on Fence
One recruiter wonders: Why is the BofA wealth unit staying in the recruiting deal while Morgan Stanley and UBS have left?
Morgan Stanley Undercuts Rivals With Robo
Targeting younger investors, Morgan Stanley has launched its online platform, Access Investing, with an annual fee below that of wirehouse rivals.
A $20T BlackRock-Vanguard Duopoly Is Investing’s Future
A world where two asset managers call the shots, with wealth exceeding U.S. GDP and almost everyone as a customer, is closer than you think.