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Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. After all, the legislation calls for taxes and fees on high-net-worth individuals and households to cover 22 percent of its ...
The much-anticipated revival plan for UBS Wealth Management Americas will cap off a series of recent organizational changes garnering support from an important constituency: advisors at
the beleaguered brokerage, Registered Rep. has learned.
Senator Christopher Dodd plans to introduce his financial regulatory reform bill Monday without Republican support. He’s still hopeful that negotiations with Senator Bob Corker (R.-Tenn.) will succeed, however, he said in a statement...
New rules aimed at preventing registered investment advisors from pulling off ponzi schemes take effect Friday. Among other things, RIAs firms that hold clients assets in custody will be required to undergo annual surprise audits, conducted by...
Registered investment advisors report that their clients are closing their wallets and watching their dimes and quarters. A survey commissioned by Charles Schwab says that 32 percent of advisors cite “frugal spending habits” as the new...