See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Trump controversy is costing Mar-a-Lago galas, a new startup will help advisors and clients predict medical costs and a new platform for hybrid advisors launches.
The Department of Labor won’t further delay the June 9 effective date for the fiduciary rule; review will continue until final implementation on Jan. 1, 2018.
Nigel Green views Trump as a threat and an opportunity to investors, Mason Salit joins Dyansty and HighTower adds a former Merrill team in West Palm Beach.