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June 19, 2018

Wells Fargo Reportedly Merging Brokerages
The move combines company’s Wealth Brokerage Services and Private Client Group, news reports say.
Morgan Stanley Loses $175 Million FA to Stifel
Wirehouse veteran also worked at Merrill Lynch and UBS.
Robo-Fueled Segmentation Shows Wealth Management’s Future
Soon clients may be telling firms what service tier they belong in, not the other way around.
LPL Rolls Out Blockchain SMA Strategy
The company is the first broker-dealer to offer a strategy in the digital ledger technology behind cryptocurrencies.
Ex-Advisor Forks Out $1.2 Million to SEC
Regulator accused him of misappropriating hundreds of thousands of dollars.
FAs Expect More Controversies Like Marvel Icon Stan Lee’s Senior Abuse Woes
As more people live into their 90s and 100s and their mental faculties may be compromised, financial abuse of elders will likely rise — but advisors can help.
Americans Confident About Their Own Financial Literacy — for No Reason
Most have no financial education but many think it would be beneficial.
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