Is Tax Legislation Still Possible this Year?

Published on September 4, 2024

Action on pending bills will likely be postponed until after the election.

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LPL To Buy $9B N.J. Wealth Management Firm

September 4, 2024
LPL Financial today announced that it has entered into a definitive agreement to purchase The Investment Center, Inc., a $9 billion broker-dealer and registered investment advisor based in Bedminster, N.J., with about 240 advisors.

How a President Harris Would Tax the Wealthy

September 4, 2024
While the presidential candidate has supported proposals like a wealth tax, she is likely to hit stiff opposition.      Related StoriesLPL to Buy The Investment Center - EnclosureRaymond James to Pay Nearly $2M for Failure to Report Complaints, Mutual Fund Transactions - EnclosureMariner Buys Middle-Market M&A Advisory Shop - Enclosure