What's Really Behind the Envestnet-MoneyGuide Deal?
By Janet LevauxIndustry watchers debate the merits of the big fintech tie-up, which isn't easy to "unpack," according to Craig Iskowitz.
March 14, 2019
How to Advise Advisors When It's Their Turn to RetireRaymond James spoke with several former advisors who shared their thoughts on the life beyond working full-time.
March 14, 2019
SEC Reg BI's Economic Analysis Too Weak, Will Face Legal Challenges: SEC's JacksonIf the analysis "is not up to snuff, you're basically giving the market a call option" to strike down the rule, Jackson said.
March 14, 2019
IRS Relief for Tax Underpayment: Bloink & Byrnes Go Thumb to ThumbBecause of the huge tax law change, the IRS is providing penalty relief to taxpayers who underpaid during 2018--but is it too much?
March 13, 2019
Trade Groups Urge Maryland Lawmakers to Wait for SEC Reg BIFSI has "serious concerns" about the state fiduciary proposal, President and CEO Dale Brown said.
March 13, 2019
New Concierge Service Helps Advisory Firms With CybersecurityEntreda's add-on for clients using Unified software provides 24/7 personal service.
March 13, 2019
SEC Seeks Input on Advisors' Custody of Digital AssetsIssues have been raised about the regulatory status of advisors' custodial trading practices involving certain assets.
March 12, 2019
FPA Launches College Funding Advice CourseAdvisors can earn 11 CFP continuing education credits if they complete the course.