Industry

The California city has been replaced by Los Angeles.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

The firm is expanding its Tucson office with the addition of the Langer Wealth Management Group.

After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.

Though the wirehouse has reduced recruiting efforts, it continues to attract big producers.

The practice’s managing director blamed the No. 1 IBD in part for its move to Securities America.

The firm has $1.9 billion invested in companies that back regimes in Sudan, Syria and Myanmar, according to a non-profit group.

What — if anything — should an advisor do if a client is abusing illicit substances?

ETFs with specific approaches can yield tactical dividends.

The moves comes amid uncertainty about the future of the Broker Protocol.