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January 20, 2017

Treasury Pick Hearing Clears Little Ahead of Inauguration
Fate of DOL fiduciary rule and estate tax changes are still unknown.
Trump Tweets Generate Revenue for Discount Brokers
TD Ameritrade chief says President’s Twitter activity spurs retail investors to trade.
Are You in Denial About the Robo Threat?
Technology can’t replace you? Tell that to travel agents and book sellers.
Ex-Lehman CEO Backs New Wealth Management Shop
Richard Fuld is backing a new multifamily office founded by two other Lehman alumni.
Is it Time to Join Forces?
Merging your business can bring benefits, but don’t forget to stay focused on your clients