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October 17, 2018

Morgan Stanley Won’t Bank on Millennials Yet ... Neither Will These FAs
The wirehouse’s best market is still its current clients, CFO says.
Why Morgan Stanley’s Wealth Unit Posted Growth Last Quarter
The firm’s advisor force also expanded slightly compared to the second quarter.
Brand New RIA Explains Billion-Dollar Growth
They say they're creating better alignment among the client, the advisor, and the firm.
Video
These Are the Most Pressing Retirement Issues for Retirement Plan Advisors
One big challenge is proper draw-down solutions.  Video [ 3:08 ]   Transcript  
Here Are PNC Bank's Big Plans for Its Wealth Management Unit
The bank intends to invest in technology, recruit more advisors and tap into its network of retail bank clients.
CAPTRUST Adds This $1.4 Billion Wealth Management Practice
The acquisition marks CAPTRUST’s third deal this year.
Social Security Cost-of-Living Adjustments May Not Be Enough, Warns Lobby
The SSA is making a 2.8% cost-of-living increase for beneficiaries, but healthcare costs, among others, are rising faster than inflation, according to the AARP.
Ladenburg Thalmann Launches New Initiative to Prepare Female FAs
The financial services firm has launched a program that connects female business students with financial advisors.

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