Bill Paxton, Dave Hansen, Jack Flippin, Steve Crank
Adviser/team AUM: $700,000,000
|Firm leaving||Davidson & Garrard|
|Firm joining||CapTrust Financial Advisors|
|Date||September 20, 2017|
Latest Moves to CapTrust Financial Advisors
|Bill Paxton, Dave Hansen, Jack Flippin, Steve Crank||September 20, 2017|
|Peggy Whitmore||March 06, 2014|
|Jim Pierce, Jean Duffy, Andrew Shimp, Jen Eddleman||December 28, 2010|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
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.