Consultant recommends taking advantage of tax moves that are immediately available for clients.
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.
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.
Proposal would eliminate the state income tax on wage earners, to compensate for loss of deductions
Regulator set to inquire about Guillermo Valladolid's alleged outside activities.
It's one in a growing list of instances where plan advisers are being named co-defendants alongside their clients.
Mercer acquired Tokyo-based hedge fund multimanager BFC Asset Management Co. in a move its global wealth management chief predicts will accelerate the nascent growth of Mercer's delegated investments business in Japan.
An article from the Wall Street Journal reveals that B-D reps are incentivized to recommend costlier investments to clients over cheaper ones.
Valuations of RIAs will continue to entail more art than science.
Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.
While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.
10-year Treasury rate's move above 2.5% confirms outlook for fixed income, legendary bond manager says.
GOP promises workers will see increases in their paychecks starting in February.
