Practice

Advisers are betting that the president-elect’s promised tax cuts will come as early as next year, and they’re telling wealthy clients to move now to make the most of it.

An astute arrangement can protect advisers, their loved ones, clients and employees.

The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.

Competition is rising from passive funds as managers find it harder to justify charges 50% higher than their developed-world peers.

The IBD selects UBS veteran to become CEO

"There are certain business models that will be significantly disrupted," Orion Advisor Service CEO Eric Clarke said in anticipation of a new Donald Trump administration.

While it’s early in the process, a number of names are being floated as possible contenders.

Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

The new recruits come from Stifel and IBD ValMark.

Going overboard may leave clients wondering if that is where their fees are going.