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January 18, 2017

Wells Fargo $1 Billion Team Splits to HighTower
Fortress Wealth Planning leaves Wells Fargo Private Bank.
Merrill Lynch Advisor Productivity Falls
Wirehouse says it has focused on training new brokers rather than snatching experienced advisors from competitors.
DOL Offers More Fiduciary Rule Guidance
Agency also releases separate guidance for investors.
Culling Client Lists Proves Difficult for Some FAs
Advisors seeking organic growth are encouraged to “clean house.” But that can be hard in practice.
Video
Schwab Boss: Referrals Still Top FA Prospect Source
Schwab Advisor Services's chief says being a fiduciary is a great differentiator for RIAs.  Video [ 6:13 ]   Transcript  

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