A trade group coalition wants to restore a rule implemented in 2021.
Advisors need to guard against emotional decisions by clients, they said.
A proposal to hike Social Security taxes on the wealthy would hurt the economy and lower wages, the foundation says.
Investors need to diversify against the risk of rising inflation and a decelerating economy, the bank's strategist said.
The Social Security Administration said the bill would keep the program solvent through 2054.
And how do you make sure you're not on the chopping block?
Schwab, Fidelity and financial industry trade groups said the move is long overdue.
Julie Su's work to limit independent contractors has drawn criticism from advisor groups.
State regulators filed three times the enforcement actions against RIAs as brokers, NASAA reported.
The company said in its annual report that the details of the fine are still under discussion.
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