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Today's Headlines

UBS Merges Wealth Units
Wirehouse had record operating income but $7.2 billion in outflows in 2017.
FAs Warn HNW Clients: Key Tax Exemptions End for Munis
While tax-favorable status largely remains, not all types of municipals will be spared.
Ron Carson Targets LPL Reps a Year After Leaving
The high-flying head of Carson Group implores LPL advisors to come to his roadshow.
Stifel Nabs $178M Rep from Wells Fargo Advisors
Advisor says he chose Stifel for wirehouse-like resources matched by an “entrepreneurial feel.”
Advisors Warned: Do No Harm, Avoid Availability Bias
FAs need to steer clear of making investment decisions based on easily-available information.

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