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January 9, 2019

Government Shutdown Halts Critical Meeting on New Tax Shelter
Investors worry they might trigger capital gains without knowing how to use the new "Opportunity Zones."
Merrill Lynch Expands Services for Self-Directed Investors
The wirehouse is offering DIY investors the same research capabilities already available to its own financial advisors.
Morgan Stanley, Merrill Lynch, UBS Among Nine Firms to Launch Their Own Equities Exchange
The group, which includes broker-dealers, banks, market makers and other financial services firms, aims to file for SEC’s approval early this year.
Video
FAs Reveal Common Concerns of Plan Participant Clients
What is the most common concern that retirement plan advisors are hearing from plan participants or IRA account holders? Some of the Financial Times Top 401 advisors shared their feedback.  Video [ 4:37 ]   Transcript  
LPL Loses $10 Billion Retirement Group to Triad Advisors
Retirement Benefits Group will continue operating under its own brand name and with the same leadership structure.

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