Erik O. Strid, Gerald D. Strid, Paul F. Strid, Nathan J. Hayward, Thomas J. Greco
Concentus Wealth Advisors
Adviser/team AUM: $300,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Dynasty Financial Partners|
|Date||February 19, 2014|
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Latest news & opinion
SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.
Taxpayers will be able to deduct state income taxes or state sales taxes in addition to property levies — up to a $10,000 cap.
They say rule didn't go far enough and more stringent measures may be necessary.
Pass-through provisions are target of groups representing employee-model brokerage firms, as well as retirement plan advisers.
Lawmakers still need to get a cost analysis of their agreement, so it's not yet definite, according to a source.