From InvestmentNews
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Summary: The latest version has many changes from current law that would affect advisers and clients. After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas.
From ThinkAdvisor
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Summary: With declining revenue and client growth, nearly two-thirds of registered investment advisors are offering fee discounts and starting to unbundle their fee structures, new research released Monday by Fidelity Clearing & Custody Solutions shows.
From IRIS
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Summary: Beware of the social media guru! I recently read an article by one of them about why personal branding for a salesperson was useless.
From InvestmentNews
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Summary: InvestmentNews recognizes the icons and innovators who have shaped and transformed the financial advice profession.
From ThinkAdvisor
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Summary: Advisors are benefiting from the stock market’s performance, research finds. But sometimes in bull markets, clients chose to invest on their own, according to some industry insiders.
