Welcome to Financial Advisor IQ

July 12, 2017

Ex-Merrill Lynch FAs with $1B in Assets Go Indie
Team hooks up with Dynasty Financial Partners.
UBS Lawsuit Hinges on Definition of Solicitation
Experts say both FAs and UBS will be hurt by the lawsuit … but more so UBS.
Raymond James, LPL Cut Broker Compensation
DOL Rule, tougher regulatory environment cited as reasons for cuts.
Two Tax Cuts Dropped from GOP Healthcare Overhaul
Revised draft will now keep tax on investment income and medicare surtax for high earners.
Looking Beyond Equities and Bonds
What alternatives fit in today's portfolios?  Video [ 4:36 ]   Transcript  
ThinkTank: Macro Economy