Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with financial advisors.
The markets are kinder to new Democratic presidents than Republican presidents, Kestra Financial recruits two wirehouse teams and Envestnet Tamarac boosts its Veo integration.
Sen. Elizabeth Warren sent a letter to 33 wealth management firms, asking if they planned to reverse changes they have made to be compliant if there was a delay.
Former financial advisor steals $5 million from Alanis Morissette, millennials parents get financial help from their parents and the grades are in on client websites and apps.
By segmenting advisors, TAMPs can better understand and support their clients.
Take it from someone who's been through this before: "It's more of the same."
Bank executive's don't expect Trump to overturn Dodd-Frank.
