M&A Madness
By Melanie WaddellMerger and acquisition activity in the advisory space will continue to heat up, with experts in the field agreeing that industry consolidation is taking hold.
December 22, 2017
The Tax Cuts and Jobs Act: An Advisor’s GuideUnlike lawmakers, you dont have an army of staffers to read through the tax bill, so we're here to help.
December 21, 2017
Former LPL, Lincoln Execs Launch M&A, Recruiting FirmThe consulting group will be led by industry veterans Jeff Nash, James Sorey and Chris DeFrank.
December 20, 2017
A Stealth Social Security Cut Is Coming in 2018Laurence Kotlikoff and Jane Bryant Quinn talk to ThinkAdvisor about the future of Social Security and Medicare as a premium hike looms.
December 20, 2017
CFP Board Releases Latest Proposed Changes to Ethics and Conduct CodeThe Board is especially seeking comment on the exclusion of custodial and TAMP fees from required client disclosures.
December 20, 2017
Broker-Dealers, Banks & Financial Services Set for a Banner 2018Regulatory and tax relief coming from Washington should benefit this sector, equity analysts say.
December 20, 2017
Senate Passes Tax Cut Bill; House Set for RevoteThe House is expected to revote this afternoon and send the legislation to President Donald Trump for his signature.
December 19, 2017
TD Ameritrade Jumps Out of Gate With BitcoinThe firm makes the move as rivals wait in the wings.