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May 3, 2017

Advisor Enthusiasm for President Trump Wanes
A new FA-IQ poll seems to suggest support may have dipped for the newest White House resident.
Merrill Loses $400M Veteran Broker to Raymond James
Separately, HighTower recruits $300 million team from Wells Fargo Advisors FiNet.
Careful What You Like on Facebook, Retweet on Twitter
Member firms must retain business-related messages.
DOL Fiduciary Rule Survives Spending Bill Axe
Final bill omits spending rider that would have killed the rule.
Video
The Fintech Pieces Are Finally Fitting Together
Compatibility and interoperability are key to making technology work for you.  Video [ 3:54 ]   Transcript  

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