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July 15, 2019

Acosta's Resignation Over Jeffrey Epstein Threatens Timing of New DOL Fiduciary Rule
But any new Labor Secretary under the Trump Administration is expected to toe the line.
Ohio National Files Objections to Ruling in Trail Commission Lawsuits
The insurer is facing multiple lawsuits over its decision to stop paying trailing commissions on variable annuities.
Fired Morgan Stanley Rep Barred Over Alleged Undisclosed Accounts
The rep initially denied the existence of such accounts, claims Morgan Stanley.
Impact Investors Push for Increased Opportunity Zone Reporting Requirements
They also want Treasury-certified monitors to evaluate and certify the fund managers.
Chilton Trust Names Former JPMorgan Exec Its New CEO
Meantime, LPL lures $110 Million credit union-based wealth management practice from CUNA.
Raymond James Adds $600 Million FA in Houston
The advisor was previously affiliated with TIAA-CREF.
Genstar Reportedly Selling Mercer Advisors
Genstar, which has a 75% or bigger stake in the RIA, has brought on Goldman Sachs as advisor on the sale.
Insurance Brokerage Hub Eyeing $40 Billion LPL Branch
Global Retirement Partners has $38.5 billion in retirement plan assets.