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March 24, 2017

Broker Claims UBS Fired Him for Whistleblowing
Former advisor says brokerage terminated him for helping authorities investigate former colleague.
Elite BDs Choose Risk-Adjusted Returns Over Brands
Trust in portfolio managers and cost also key fund selection criteria.
Merrill Lynch Nabs $343M Morgan Stanley Team
Move comes weeks after the departure of a $610 million Merrill team to Morgan Stanley.
AI May Be a Double-Edged Sword for Advisor Business
Many rote tasks will be removed but not without negative consequences, lawyers say.
Sometimes It’s Better to Divide and Conquer
Encourage spouses to list their goals privately, then bring them together to align their hopes and plans.
ThinkTank: Macro Economy

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