May 20 (Reuters) - U.S. securities regulators proposed new rules on Wednesday that would require mutual funds and other asset managers to report much more detailed data about their holdings...
Mindy Diamond is President & CEO of Diamond Consultants in Chester, NJ, a nationally recognized boutique search and consulting firm in the financial services industry.
Conventional wisdom suggests the best retirement plans carry no debt. But advisors need to take a more sophisticated view and put a premium on debt-enhanced liquidity
LPL Financial is offering its hybrid advisors up to $100,000 to shift their assets held elsewhere to LPL’s advisory platforms, according to an internal communication sent to advisors Wednesday. ...