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The SEC has approved the MSRB's proposal to simplify its rules on professional designations by limiting the activities of some dealer representatives and eliminating one of its professional designations.
August 6 -
Can I do better than Social Security in investing my money; Rental income can help retirement in some cases; Getting more from your defined-benefit plan
August 6 -
'Every study on the topic shows that the professionals generally don't beat the market average over time. But they do cause a lot of churn,' says Scott Adams.
August 5 -
A former United Bank & Trust wealth management team with more than $350 million in client assets is going independent with the help of Dynasty Financial Partners.
August 5 -
Former First Allied CEO Adam Antoniades, who was recently named Cetera Financial Group's new president after both broker-dealers were acquired by RCS Capital, has been named vice chair for the Financial Services Institute's board of directors.
August 5 -
Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.
August 5
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After being forced to produce extensive records, the board hopes a judge will similarly order two planners to produce voluminous documentation.
August 5 -
The recently-launched Lebenthal Wealth Advisors has brought in its second large advisory practice with the addition of a $600 million team from BNY Mellon.
August 5 -
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market
August 5
