Current Issue


Should Advisors Fear Accountants?

Timothy Welsh | June 27, 2018

At the AICPA conference, insiders discuss how CPAs may be advisors' new competition and why small is the new big.

Trends, Tech in Focus at Pershing Insite

Bernice Napach Janet Levaux | June 27, 2018

Meanwhile, Dynasty Financial rolls out an enterprise group to help partner firms with $1 billion-plus in client assets.


New DOL Bulletin Muddies ESG Waters

Thomas D. Giachetti | June 27, 2018

A recent interpretation explains that fiduciary responsibility should take precedence over ESG policies.

You've Been Hacked! Now What?

Dan Skiles | June 27, 2018

As this threat grows, it's good to know the first steps to take to prevent a spread of the virus.


Does Culture Really Matter in M&A?

Mark Tibergien | June 27, 2018

The road to M&A deals is filled with broken promises and miscommunication. Do your homework before making any deal.

SEC Advice Proposals Take Center Stage

Melanie Waddell | June 27, 2018

SEC chief Clayton lays out how brokers' behavior will change for investors while industry officials debate "fiduciary" status of Reg BI.


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