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January 4, 2017

Lack of Clarity No Reason to Delay Tax Planning
Clients brace for big changes in everything from home lending to business ownership.
Wells Fargo Pays $35M In Race Bias Suit
Bank disagrees with allegations of bias against African American brokers but wants to put the matter behind it.
Finra Bars Ex-JPMorgan Rep
Regulator continues barring brokers over failure to cooperate with investigations.
Cerulli: Your Robo Could Cannibalize Your Business
Bargain pricing could cannibalize traditional advice services, research firm says.
Video
A Sure-Fire Prediction for 2017
This year, there's one thing you can count on...  Video [ 1:31 ]   Transcript  

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