The economic immigration issue President Obama isn't ready to talk about

On Friday's <i>Breakfast with Benjamin</i>, the immigration issue President Obama isn't ready to talk about. Plus: Morgan Stanley's wealth management riddle, chilly weather heats up commodities, and an honest look at Wall Street's culture of dishonesty.
NOV 24, 2014

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Managing taxes is no longer a seasonal exercise. It is central to portfolio construction
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As advisors focus more on after-tax outcomes, tax efficiency is evolving from a year-end exercise into a year-round investment discipline.

 Zocks, Jump expand advisor reach with new enterprise integrations
Zocks, Jump expand advisor reach with new enterprise integrations

Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.

SEC moves to scrap climate disclosure rules for public companies
SEC moves to scrap climate disclosure rules for public companies

The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.

EverNest joins Focus after bitter split with Sanctuary Wealth
EverNest joins Focus after bitter split with Sanctuary Wealth

The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.

Advisor moves: Wells Fargo welcomes back $550M advisor duo from Ameriprise
Advisor moves: Wells Fargo welcomes back $550M advisor duo from Ameriprise

Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.

SPONSORED Estate planning isn't a service add-on. It's your retention strategy.

As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.

SPONSORED Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.