DOL Alum Expects Latest Fiduciary Rule Update Will Be Pushed Back
Phyllis Borzi says the Labor Department may wait to learn the outcomes of several ongoing lawsuits concerning a Trump-era rule before moving forward on new regulations.
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Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
JPMorgan plays to hire about 1,300 advisors in its wealth management division in the next three years.
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RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs
Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms.
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To CPT or Not to CPT, That Is the Question
How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).
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DeVoe Summit Dealmakers Offer Advice to Would-Be Sellers
Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.
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Preserving Retirement Funds During Inflation
Asset classes like equities and real estate generally outgrow inflation.
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Fourteen Top Destinations For Remote Work
Here’s how to apply for some of the most popular digital nomad visas around the world.
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WealthStack Roundup: News From Elements, Skience, Fidelity, Docupace, Pontera and Northern Trust
From personnel updates—Pontera gets a CMO—to a one-page plan from startup Elements, it was a busy week in advisor tech.
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401(k) Real Chat: Charles Millard
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
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September 2022 Riskalyze Fintech Five
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
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These 7 Trump Properties Are at the Center of New York’s Fraud Lawsuit
These were some of the biggest alleged distortions included in the lawsuit after years-long probe, which pulled from millions of pages of corporate documents and sworn testimony from dozens of witnesses.
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Seven Must Reads for the CRE Industry Today (Sept. 23, 2022)
Commercial Observer looks at the impact of the new interest rate hike on commercial real estate industry. Amazon is reworking its distribution strategy after pausing its warehouse expansion, reports The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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Is Congress Considering a Charitable Deduction Revival?
An update on philanthropy legislation from Capitol Hill.
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How Are CRE Lenders Responding to the Fed’s New Loan Workout Recommendations?
The Federal Reserve, in tandem with several other government organizations, recently asked the industry for feedback on its new proposal for dealing with troubled loans.
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The Stephen and Kevin Show: Our Favorite Sales Tips for Financial Advisors
Based on 13 years of personal coaching experience, Stephen and Kevin review their favorite sales tips for financial advisors.
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Hercules CEO, CNBC Pundit 'In Hiding' Amid Securities Fraud Charges
James Arthur McDonald Jr. appears to be on the lam as he faces as much as 20 years in prison for allegedly defrauding investors, according to the Justice Department. The SEC also filed a complaint against the California-based advisor and frequent CNBC commentator.
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Anticipating Your Clients’ Emotional Needs
As your clients face life events, it provides advisors an opportunity to show empathy and compassion.
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Mindy Diamond on Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset
A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.
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SEC Set to Let Wall Street Keep Payment-for-Order-Flow Deals
Wall Street has been on edge since SEC Chair Gary Gensler signaled last year that the agency may outlaw payment for order flow during its equities rules overhaul.
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The 20 ETFs With the Best Returns Over the Past 5 Years
Funds focused on clean energy and semiconductors were among the best-performing over the last five years.
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