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Diana Britton Industry groups encourage the Wall Street lawyer to put a uniform fiduciary standard at the top of his to-do list. |
Diana Britton “The key to tax reform is there will be winners, and there will be losers. Some industries will end up worse off; some industries will end up better off. You want to keep an eye as this process goes forward,” says Andy Friedman, The Washington Update. |
Michael Thrasher BlackRock’s CEO is bullish on active management and the need for financial advisors. |
Diana Britton “I hear from a number of advisors that they would make the move to independence if there was a way to get some liquidity around the move, because they view it as a way to potentially de-risk the move,” said Dynasty President and CEO Shirl Penney. |
Ryan W. Neal The introduction of Envestnet Analytics kicks off the company's annual Advisor Summit, where data and analytics will be a central theme this week. |
Pete Schroeder | Reuters The bill includes a provision repealing the Department of Labor's fiduciary rule, which is currently set to go into effect June 9. |
David Kocieniewski | Bloomberg The "LLC loophole" would slash rate on pass-through businesses to 15%. |
Matt Oechsli Here's what goes into the total package. |
Matt Oechsli Delegation can save advisors a lot of time and empower other team members. Here’s an easy method one advisor recommends. |
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