Trump Labor Nominee Acosta to Get TV Advertising Push
By Kevin Cirilli, Kathryn GlassAmerica Rising Squared, a Republican group, is launching a six-figure TV ad campaign supporting Acosta, whose confirmation hearing has been delayed until March 22.
March 07, 2017
Integration Key to Battling Advice CommoditizationDigital advice solutions have made investment selection and portfolio construction more of a commodity than a differentiator.
March 07, 2017
What HNWs Want That Advisors Aren't DoingA new CFA Institute study highlights steps advisors can take to close the gap between what they offer and what HNW clients want.
March 06, 2017
Fidelity Names David Canter to Head RIA ChannelFidelitys practice management executive will replace departed Bob Oros; Matt Chisholm to assume Canter's duties in consulting and practice management.
March 03, 2017
3 Key Tax Rules Governing Typical Business DeductionsTax Facts online experts explain what a business expense deduction is specifically and how to use it to your advantage.
March 03, 2017
Recruiting Scene: Wirehouses Lose a Few, Win a FewFocus adds a breakaway group, Raymond James picks up a trio, and Morgan Stanley nabs a high-net-worth team.
March 03, 2017
SEC to Probe Advisor, BD Fiduciary Compliance With ReTIRE InitiativeGone are the days of a long, full-scope exam, said acting exam director Pete Driscoll.
March 02, 2017
Securities America to Pay $1M Over Sales of MedCap NotesEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.