This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
Matthew Kerby declined to participate in hearing looking into allegations.
Questions remain about long-term effectiveness of wirehouse's move away from recruiting experienced brokers.
The platform is designed for advisers who want to have a hand in portfolio construction, but are also concentrating on other areas of the financial planning process.
The retirement crisis requires big and bold solutions from plan providers, advisers and sponsors.
Scott Welch offers 10 tips for getting the most out of investment committees.
Numerous changes to individual and business tax provisions are likely to create at least short-term demand for advice.
They're now more valuable than ever.
Consultant recommends taking advantage of tax moves that are immediately available for clients.
A plaintiff would have to state in their initial complaint why fiduciary duty was breached, and then prove the violation with 'clear and convincing evidence.'
Gayle Johnson based in Santa Fe, N.M., goes RIA.
Tom Hankins and Jay Lauzon are based in Flint, Mich.
Jose Lopez and Misael Lugo are joining the firm's employee channel in Orlando, Fla.
Private equity backing could fuel acquisitions by the large RIA.
ProShares and VanEck offerings are among those withdrawn at the agency's request.
Racquel Oden to oversee branch and wealth management teams for tri-state area.
In contrast to Wells Fargo and JPMorgan Chase, bank makes no mention of gains for staff or charity, but calls out cash to clients exclusively.
World's biggest companies including BlackRock are expected to benefit greatly from changes in U.S. tax plan.
RIAs and Brokers must recognize each other's strengths and weaknesses for the sake of clients.
