A pricey stock market may get pricier

Plus: Buffett's way ain't easy, how we survived Black Monday October 1987, and Bob Dylan is being Bob Dylan
OCT 13, 2016

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Advisor moves: LPL scoops up $700M Wedbush team in Texas
Advisor moves: LPL scoops up $700M Wedbush team in Texas

Elsewhere, Osaic extended its reach in Knoxville with a former TrustFirst team, while Raymond James scored another win in the war for Commonwealth advisors.

RIA moves: Wealthspire snaps up $380M Marin Financial Advisors
RIA moves: Wealthspire snaps up $380M Marin Financial Advisors

Meanwhile, EP Wealth extended its Southwestern presence with a $370 million women-led firm in Santa Fe, New Mexico.

Why Trump's tax megabill brings new wrinkles — and opportunities — for Roth IRA conversions
Why Trump's tax megabill brings new wrinkles — and opportunities — for Roth IRA conversions

The recently enacted OBBBA makes lower tax rates "permanent," though other provisions could still make earlier Roth conversions appealing under the right conditions.

Life insurance linked to greater financial confidence: Corebridge
Life insurance linked to greater financial confidence: Corebridge

Americans with life insurance coverage are far more likely to feel assured of their loved ones' future, though myths and misconceptions still hold many back from getting coverage.

University endowments under pressure are rethinking investment strategies, Cerulli says
University endowments under pressure are rethinking investment strategies, Cerulli says

Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.