Aggregator announces two new services that provide more autonomy to indie wannabes; 'brilliant move'
Company's relationship management boss sees big opportunity for minnows
Deal to help expand firm's managed account offerings as traditional commission biz stays soft
Homeowners in high-tax states likely to be snared by $17K cap; 'another layer of complexity'
Think tank projects tax hike of $3,500 per household
Mitt Romney used a little-discussed estate planning tool to shovel $100M to his heirs tax free — and lower what he paid to the IRS. Here's how it works.
A looming retirement crisis prompts a rethink about DB and DC models
New York Life going where other carriers fear to tread; risk management key
The Federal Reserve said it will expand its holdings of long-term securities with open-ended purchases of $40 billion of mortgage debt a month in a third round of quantitative easing as it seeks to boost growth and reduce unemployment.
Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business
LPL announced its results for the second quarter. The message? Mixed.
Here's a pretty startling statistic: New data shows that advisers who work in teams make 32% more money than those who fly solo. Indeed, the average team member pulls down nearly $300,000 a year.
Progress has been made but more needs to be done, he tells FPA
