Atria Buys $15B Firm From Kestra
By Jeff BermanWith the addition of Grove Point, formerly H. Beck, Atria's operations should include about 2,700 financial professionals.
April 18, 2023
8 Reasons to Avoid a Roth ConversionWhile generally a useful and popular strategy, Roth conversions aren't always appropriate, Ed Slott and Jeff Levine say.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.
April 18, 2023
The Mistake Nearly Everyone Is Making With Their CashCash sweep accounts can expose clients to liquidity risk and create conflicts of interest.
April 18, 2023
12 Worst States for Deaths in Q1Deaths are down from the height of the pandemic but still elevated.
April 18, 2023
SEC Is Mulling Reg BI Rewrite: LawmakerA Republican congressman warned that attempting to rewrite the rule through guidance or FAQs could violate the law.
April 18, 2023
ChatGPT Can Predict Stock Moves From HeadlinesAnswers given by ChatGPT about stock predictions, show a statistical link between share movement and news' implications.
April 18, 2023
DOL to Appeal Rollover Decision; New Fiduciary Rule Expected by End of SummerThe news that an appeal is coming leaves advisors in a tough spot, attorney Fred Reish tells ThinkAdvisor.