Jerome Powell's background in financial services is viewed as a plus.
Captrust's John Curry says other RIAs could easily follow his firm's lead in using podcasts as a simple and efficient communications tool.
Private-equity backers embrace the expanded access to investors.
Executives representing RIAs and brokers said they expect to see the SEC come up with a proposal this year, but not adoption.
TD Ameritrade Institutional's latest benchmarking report blamed the distraction of the tax reform bill for a slowdown in the fourth quarter.
WisdomTree investment strategist says equities 'are nowhere near as expensive as bonds.'
Kathleen McQuiggan has a long-term goal of ensuring that 30% of financial planners are women.
Custodians report cash is at record-low levels.
Small RIAs see only the upside of joining the agreement, which allows them to recruit without fear of litigation
More smaller transactions brought the average size deal down to $881 million from just over $1 billion in 2016.
