The technology company is taking over the bank's U.S. Private Equity Access Fund Platform.
Advisors are wary of the impact that the loss of several deductions might have for their clients.
Companies are changing variable annuities so they are more appealing to more people.
Variable annuity sales are expected to undergo dramatic changes as a result of the new DOL rule.
Hiring millennial advisors adds to RIA firm growth, TD Ameritrade says.