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December 23, 2016

In the Face of Change, Sometimes Inaction is Best
FAs tell clients it’s OK to wait for the dust to settle before altering plans.
Time Running Out to Kill DOL Fiduciary Rule?
Instead, delaying or modifying the rule could be more viable, experts say.
Avalon Advisors Buys Matterhorn Capital Management
Sale follows departure of principal who took almost half the firm’s AUM.
IHT to Buy U.S. Wealth Management
Deal provides succession path for US Wealth.
Don’t Leave Anyone Out
To provide the most effective financial advice for couples and families, it’s critical to engage all parties involved.