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March 22, 2017

GOP Tax Reform Could Devastate Retirement Industry
Impact may be worse than the DOL’s fiduciary rule, executive says.
Death and Taxes in an Uncertain Policy Landscape
Help clients face the oncoming bus, ignore shake-ups in Washington
What Does a Sellable RIA Look Like These Days?
Size, demographics (and, yes, negotiating skills) determine a firm’s sale price.
Finra’s Lobbying Slipped to a Four-Year Low in 2016
Industry’s self-regulator spent almost 20% less in 2016 than in 2015.
How to Guard Against Price Compression
Advisors urged to change their approach to client services and billing.  Video [ 5:55 ]   Transcript