Biggest Stories of the Week: Reasons Not to Make a Roth Contribution; Advisor Group Has a New Name; FINRA Exams Are Changing
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Biggest Stories of the Week: Reasons Not to Make a Roth Contribution; Advisor Group Has a New Name; FINRA Exams Are Changing

In this weeks news making Roth contributions can be a good retirement savings strategy, but not for every client or situation. Meanwhile, The Advisor Group has a new name and will unite its eight firms into one entity over the next 18-24 months. Lastly, FINRA is conducting more on-site exams, but examiners will spend less time on-site.

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Saving jar with IRS sticky note on it

7 Reasons Not to Make a Roth Contribution

Headshot of Jamie Price, Advisor Group President and CEO

Advisor Group Has a New Name

FINRA sign outside a FINRA building in Rockville, New York

FINRA Exams Are Changing, Execs Say

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