"Its important that investors understand what this new legislation can mean for their long-term financial health and outlook," said Randy Merk, executive vice president and president of Charles Schwab Investment Management. "Lowering the tax rate on dividends will make stock ownership more meaningful than merely hoping the share price of a stock climbs higher."
Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.
Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.
The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation than most RIAs have undertaken, experts say.
The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los Angeles area, Arizona and Colorado.
A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.
Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.
