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Top Stories

Jul 16, 2019

A Message From the Editor

Good morning! We're going to deliver the Top Stories newsletters on Sundays at 8:00 AM instead of 6:00 PM for awhile and see if that works better for everyone. Happy reading.

– Ronald Pechtimaldjian


Gary Shilling: The Recession May Have Already Begun

By Bernice Napach

In that case, bond yields are heading sharply lower, says Shilling, who has a strong track record of correct forecasts. Read More

Expert Opinion

SEC's Reg BI Adds Unexpected Fiduciary Hurdle for Retirement Advisors

By William H. Byrnes | Robert Bloink

Some retirement plan rollover transactions will be affected, so understanding these new rules will be critical. Read More


Trump Signs IRS Redesign Bill Into Law

By Melanie Waddell

The law requires the IRS to submit to Congress in 2020 a plan to redesign the agency. Read More


Best & Worst BDs for Advsiors: J.D. Power — 2019

By Janet Levaux

Average advisor satisfaction scores rose, but firms have plenty of room for improvement on the tech front. Read More


Schwab's Subscription Advisory Service Attracts $1 Billion in Less Than 4 Months

By Bernice Napach

“It's clear from these early results that we've struck a chord, Schwab's Cynthia Loh says. Read More

Save the Date

Bank & Capital Markets Tax Institute 2018

Join us at Bank & Capital Markets Tax Institute 2018 in Lake Buena Vista, Florida, on Nov. 7-9 for the must-attend event for all forward-thinking bank tax professionals. Learn More


Measuring the ROI on Advisor Designations

Sponsored by: Cetera Financial Group

Getting an advanced designation or certification takes a lot of effort. Get insights on if it’s really worth your while. Learn More

Why You Need to Improve Your Client Experience Right Now

Sponsored by: Orion Advisor Services

If your clients don’t feel like you are giving them the experience they want, they will find someone who does. Learn how to keep that from happening. Learn More

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