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Today's Headlines

Key Morgan Stanley Exec Defects to Merrill Lynch
Ex-Morgan Stanley Western Division COO will oversee improvements to Merrill Lynch One.
Summer Strategies: Stay in Touch with Vacationing Clients
Clients willing, this can be the season for building relationships that last.
How Indie Firm Clout is Growing to Compete
Some firms are negotiating minimums and fees on complex products.
FAs Unhappy with How Firms Handle Pay Post-DOL Rule
Some advisors say their firms haven’t properly addressed compensation.
Retirement is a Journey, Not a Destination
Clients who focus on retirement as their only goal are cheating themselves of enjoying life.

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