A New Approach for Real Estate Diversification
'Like-kind' exchanges may permit clients to defer capital gains taxes.
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Michael Kitces' #FASuccess Podcast: Elizabeth Nesvold on the Evolution of the Valuation of Wealth Management Firms
Raymond James' Elizabeth Nesvold details what investment bankers actually do for wealth management firms.
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Hightower Names Stephanie Link New Chief Investment Strategist
The firm has appointed Stephanie Link, former head of global equities research at Nuveen, as its new chief investment strategist, a newly created role.
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Wall Street Frets Over Investing 101 as Hedging Gets Dangerous
Asset managers are digging deeper to find hedges to stocks and bonds.
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ETF Issuers Face ‘Major Missed Opportunity’ in Model Portfolios
While model portfolios have existed for years, ETF issuers are looking to the packages to power the next leg of growth for the $4 trillion industry.
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Q&A: Peter Mallouk on His Latest Acquisition, M&A and Plans to Re-Up TV Ads
Creative Planning CEO Peter Mallouk opened up recently on his latest acquisition, where it fit, the firm's approach to M&A, and plans to re-up on his TV marketing strategy.
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Cary Street Acquires $215 Million AUM Waypoint Advisors
Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets.
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ETF Halftime Report: Vanguard, Bonds Are Big Winners
Amid the coronavirus pandemic and the resulting market volatility, investors, seeking a cheaper alternative to SPY, poured $16 billion in Vanguard's VOO in first six months of 2020.
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Fidelity Survey: Prospecting Takes a Hit During the Pandemic
As financial advisors adjust to remote working and navigating clients through the tough environment, some have put prospecting on the back burner.
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Apex Clearing To 'Extend' Business Model
Features for advisors and to support online marketplaces that let users invest—straight from the marketplace's platform.
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SEC Chief Urged to Drop U.S. Attorney Bid Amid Political Battle
He may face insurmountable hurdles to winning Senate confirmation for the U.S. attorney post.
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Palaveev Launches Scholarship Aimed at Accelerating Minorities in Leadership Positions
The Ensemble Practice will award two scholarships a year to individuals going into its G2 Leadership Institute, a two-year training program for future leaders of advisory firms.
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New Third-Party Reproduction Law Impacts Inheritance Rights
The Child-Parent Security Act institutes a simple path to establishing parental rights in New York.
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Supreme Court Rules SEC Disgorgement Can Stay (With Caveats)
The Court ruled 8-1 in Liu vs. the Securities and Exchange Commission that the practice was allowable provided that the fees did not exceed the "wrongdoer's net profits," according to a majority opinion written by Justice Sonia Sotomayor.
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IRS Issues Guidance on COVID-19 Distributions from Retirement Accounts
Notice 2020-50 provides enhancements, confirmations and clarifications.
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FINRA Updates Suitability Rule Language to Align With Reg BI
The regulatory agency for broker/dealers has changed language to make clear that its' rule would not apply to recommendations covered by the SEC's rule, which will be implemented on June 30.
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Three Questions to Ask Before Selling Your Practice
Don't sell your practice before answering these three questions!
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What Are Clients Looking for Post-COVID-19?
Five questions (and answers) that may better inform your client communications in the new normal.
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What Are Clients Looking for Post–COVID-19?
Five questions (and answers) that may better inform your client communications in the new normal.
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