December 16 2019
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Featured News
Adviser predictions on how economy will perform next year
2020 election a top concern among advisers
Where does the SECURE Act stand?
The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.
Donald Marron, Wall Street veteran active in the IBD business, dies at 85
A Wall Street veteran who led Paine Webber for 20 years until its $16 billion sale to UBS in 2000, Mr. Marron was also active most recently in the independent broker-dealer business.
Finra arbitrators order UBS to pay more than $11 million in defamation case
Panel awards punitive damages to fired supervisor, which claimant's attorney calls 'unicorn rare.'
BlackRock partners with tech vendor to help advisers embrace model portfolios
The new platform automatically transfers asset to a BlackRock model portfolio in a tax-efficient manner, which the company hopes will encourage adoption in nonqualified accounts.
Morgan Stanley lays off approximately 1,500 workers
The job cuts, mostly in tech and operations, are part of a year-end efficiency push.
Remembering Don Marron, consummate dealmaker
With an eye for the future, Mr. Marron kept making deals well into his 80s.
