If your clients haven’t bothered to ask how you incorporate their tax situation into the advice you’ve provided in the past, they probably will now.
The Fifth Circuit Court of Appeals argues the Department of Labor lacked the statutory authority to promulgate the rule; a major victory for the brokerage industry.
For every good habit you develop, at least one bad habit is discarded.
Don’t wait for a market downturn.
The best way to improve gender diversity is to promote women, LifeYield expands to all advisors and time to retire tired marketing analogies.