For divorces finalized starting next year, spouses paying alimony will no longer be able to deduct those payments.
Julia Carlson learned to manage her fast-growing practice by spreading responsibility and accountability across the leadership team.
Wealth management head Jay Welker, a focus of many complaints, announced plans to retire on Tuesday
Swiss bank could face billions of dollars in fines from French and US authorities.
Investor advocates: Agency still has a lot of work to do on Form CRS
Proposal promotes 'auto-portability' as a way to reconnect plan participants with retirement savings they've left behind.
Move comes as the bank aims to cut costs by $4 billion
The business could fetch as much as $1 billion, sources say.
USAA will continue to operate as an insurance brokerage and banking business<a href="https://www.investmentnews.com/article/20170930/FREE/170939998/armed-forces-personnel-need-the-help-of-financial-advisers" style="color:#b10816" target="_blank">​ </a>serving military families.
IBD's advisers have invested $70 million of client money in PE funds over the past two years.
The lawsuit comes days after an LPL broker filed a similar legal complaint.
EvoShare provides workers with credit-card perks in the form of contributions to a retirement plan.
The Investor Advisory Committee suggests clarifying that Regulation Best Interest is a fiduciary standard.
While the new majority is unlikely to block the SEC advice rule, retirement income advocates forecast momentum for annuities legislation.
The award follows a similar award last month when former Credit Suisse broker Brian Chilton was awarded $844,621 in deferred compensation.
The retailing juggernaut has used data to drive better decisions, and 401(k) advisers should follow suit
The trend will likely further fuel industry consolidation.
Business owners who are millennials are more likely to offer retirement benefits to their employees
The bank has also suspended fees on some wealth management assets and accounts after finding it charged some clients incorrectly
Trade tensions and the prospect of the U.S. economy overheating could limit any upside in stocks.
