'We Are Part of the Problem': Billionaires and Heirs Demand Wealth Tax
By Tom Metcalf and Suzanne WoolleyNineteen wealthy people are calling on Democratic presidential candidates to support such a tax.
July 03, 2019
LPL Grabs $1.1B Raymond James Team: Recruiting RoundupMeanwhile, Carson Partners, part of Ron Carson-led Carson Wealth, has added two firms with a total of nearly $200 million in client assets.
July 03, 2019
Trump Taps a Longtime Dove and a Onetime Gold Bug for FedDespite their differences, both are expected to support lower interest rates.
July 03, 2019
Massachusetts Finalizes Fee Table for RIA FirmsThe fee table will be required for all state-registered RIAs to file beginning January 1, 2020.
July 02, 2019
Sponsors Move to Consolidate Platforms: CerulliMany managed account platform sponsors want to make the process easier for clients, but it comes at a cost.
July 02, 2019
New Tech, Operations Trainer Added to FPA TeamFilling out its Coaches Corner, the FPA adds youth and technology know-how to help advisor members.
July 02, 2019
Principal Completes Acquisition of Wells Fargo's Retirement & Trust BusinessNow an 18-month integration process begins.
July 02, 2019
Time Is Ripe to Go Indie, Brokers SayIn a TD Ameritrade survey of aspiring indie RIAs, four in 10 said they planned to make their move this year.