Ben Edwards, Raymond James Grab Wells Fargo Advisors: Recruiting Roundup
By Janet LevauxMeanwhile, a former Merrill Lynch advisor in Chicago goes independent with Dynasty Financial Partners.
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 11, 2018
House Passes International Insurance Standards Bill by a Voice VoteThe American Council of Life Insurers opposes the bill.
July 11, 2018
Trump Creates Task Force to Police Elder, Cyber FraudsThe task force will collaborate with regulators including the SEC and CFPB.
July 11, 2018
Kavanaugh Reveals Modest Assets, but His Net Worth May Be HigherDisclosure of federal retirement plan assets isn't required; Kavanaugh spent most of his career in the federal government.
July 11, 2018
Investors Rely on Advisors for Income Planning: NuveenInvestors are bullish but worried about investment risk, the investment manager finds.
July 11, 2018
Making Individual Tax Cuts Permanent Would Boost Economy: Tax FoundationBut it would also reduce federal revenue, the think tank says.
July 10, 2018
Startups Lead a New Rush Into ACA's Now-Profitable MarketsOne wild card is the uncertainty about the ACA risk-adjustment program.