The discount broker and RIA custodian stands to pick up $90 billion in client assets.
The policy rider, which passed the House largely along party lines, was not included in a budget agreement that requires any changes be approved by both Republicans and Democrats.
Group says 66% of contributions to donor-advised funds in fiscal 2019 were non-cash assets.
He brushes off a question about whether his departure has to do with a potential deal with ETrade.
The arrival of funds offering cheaper access to gold means advisers must weigh liquidity against cost.
Michael Garris, who executed 26 unauthorized transactions, was also fined $5,000.
Senate vote on retirement-savings measure not likely this month, so supporters ready push for fall.
Austin Private Wealth had been affiliated with Ameriprise.
Examination of 50 advisory firms shows lapses in disclosure, compliance programs
Meanwhile adviser annual productivity reaches new peak of $1.35 million.
Some worry the sudden departure signals a shift towards pushing retail products.
Ex-spouses have more claiming options than married couples.
Firms should take steps now to intentionally create a culture of innovation
Charton Financial Group affiliates with LPL B-D, will use corporate RIA.
Legislation to increase penalties, ease statute of limitations pass House committee on party line.
Clients are living longer, and advisers will need to help them avoid outliving their money
Professional employer organizations give independent advisory firms a way to gain quality coverage.
The 6-year-old company has also outlined several new initiatives, including expanded trading of cryptocurrency.
Breaking up the numbers can replace the panic with planning.
Women who relinquish all financial decision-making to spouses or others, do so at their own peril.
