-
The decision landed just hours after the Department of Labor asked for the decision to be postponed while it complies with a Trump order to review the regulation.
February 8
-
One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.
February 8
-
Two advisers in the group are industry veterans who began their careers in the mid-1990s.
February 8
-
The two planners generated over $1 million in production, according to the regional firm.
February 8
-
The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.
February 8 -
"We believe they have made our overall platform more competitive," said a top executive in the LPL division that supports banks and credit unions.
February 8
-
A supply-demand mismatch in the adviser labor market will favor FAs who want to make a move.
February 8
Human Capital Resources Inc. -
Some firms reserve comment on the president's order, despite public support for the fiduciary rule in the past.
February 8
-
These sources behind this trend could be dwindling at a particularly inopportune time in the event that fiscal stimulus causes the U.S. budget to balloon.
February 8 -
Rule supporters say they intend to continue making their case on Capitol Hill.
February 8
