Avantax imposes new fee on held-away accounts

The new charges will be levied on a popular pathway for advisers to conduct business directly with mutual fund companies
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How aging advisers could hurt the 401(k) industry

Retaining ownership of a practice for too long can be risky
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Social Security announces 1.3% COLA for 2021

Benefits and taxable wages will increase by one of the smallest amounts ever next year
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Apella Capital acquires $489 million Washington RIA

The purchase of Vestory expands Apella’s footprint to the Pacific Northwest
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A record $170 billion flooded into bond ETFs this year

The Fed’s March announcement that it would buy corporate debt ETFs served as a stamp of approve for the sector
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