Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Donald Trump is building the wealthiest cabinet ever, equities exposure at a record high and employees are using stock purchase plans to boost their 401(k)s.
TD Ameritrade debuts a new website on the DOL fiduciary rule, financial planning for snowbirds and Trust Company of America introduces a new tax harvesting feature.
The election of Donald Trump, which could lead to a repeal or pullback of the DOL rule, may have played a role in the IBD’s decision to remain independent.
Matt Hougan of Inside ETFs speaks with Ritholtz on the behavioral biases of investors, the need for flesh-and-blood advisors and why lowering fees for “well-behaved” clients makes sense.