Financial bloggers debate missing ETFs, portfolios with an active tilt outperformed in 2017 and advisors may no longer be able to deduct client lunches.
Fraud indictments for financial planner and pastor over old Chinese bonds, millennials aren’t loyal to their advisors and what makes Edward Jones a great place to work.
Advisors at independent brokerages across the country are largely happy where they sit, as overall satisfaction with their chosen firms ticks higher and the average book of business expands by double digits.
High-net-worth millennials have more confidence than their older counterparts, Brown Advisory acquires Meritage Capital and David Canter is raising money for the Foundation for Financial Planning.