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March 21, 2019

Why Some Edward Jones Advisors are Seeing Higher Client Retention Rates
Technology usage has become a key advantage for women advisors at the firm.
Morgan Stanley Loses $285 Million Team
Meanwhile, Raymond James CFO Jeff Julien is retiring after 34 years with the company.
Ex-NBA Star Pleads Guilty to Taking Bribes from FA
The former assistant coach at Auburn University is the highest-profile defendant in a sweeping investigation of bribery in college basketball.
Launch of a New Digital Loan Marketplace for RIAs Speaks Volumes About the Current M&A Climate
It’s apparently the first of its kind but experts say advisors may need to be wary.
House Committee to Consider Requiring More Testing by SEC Before Implementing Reg BI
A new bill would require the commission to conduct investor usability testing of its Customer Relationship Summary form.
Captrust Buys Two Firms, Adding $2.8 Billion AUM
And the company expects to continue aggressive momentum into the rest of the year.

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