Robinhood to Double Its Registered Rep Force in 2021
By Jeff BermanThe recruits will provide customer service, not investment advice, the company says.
April 28, 2021
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?The Buckingham Wealth chief planning officer asked his Twitter followers to vote.
April 28, 2021
Mariner Wealth Sells Small Stake to Private Equity FirmLeonard Green & Partners' investment will help the RIA "continue our expansion and hiring of talent" said Mariner CEO Marty Bicknell.
April 28, 2021
What Advisors Think of Biden's $1.5T Tax Plan"Should these proposals prevail in Congress, financial planners will be more valuable than ever," one advisor told us.
April 28, 2021
JPMorgan: All U.S. Employees to Return to the Office By JulyBank of America, meanwhile, plans to send workers back by Labor Day.
April 28, 2021
Biden Unveils $1.8T Family Plan, Tax Hike ProposalsNotably, the plan does not include an estate tax increase or an expansion of the SALT deduction.
April 27, 2021
UBS Americas Posts $17.2B in Fee-Based Asset FlowsIts advisor headcount of 6,335 represents a decline of 161 from a year ago but a gain of 30 from year-end.
April 27, 2021
Buy, Sell or Grow? For S- and C-Corps, It's ComplicatedTax and legal issues complicate the ability of these firms to finance growth and succession. Here are some options.