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May 22, 2017

Digitalization is the Inevitable Next Wave
A generation of Uber users wants it all, and wants it right now.
Raymond James Nabs $275 Million Wells Fargo Team
Wirehouse sheds another advisor team, this time from its FiNet unit.
Business Owners Need More Estate Planning
The richer ones are likelier to have a wealth-transfer plan.
Does the Famous '4% Rule' Still Hold True?
Demographic and market trends may be rendering the old rule obsolete.
Finra Considers Combining Its Enforcement Arms
Having two different programs may overburden firms and the regulator itself, Finra chief says.
ThinkTank: Investing

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