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May 17, 2017

Merrill Team Leaves to Protect Fee Flexibility
Opts for independence over another wirehouse to avoid home-office dictates.
Focus Financial Bulks Up with $16.5B RIA
Wealth-firm aggregator says it's made its biggest buy to date.
Finra Seeks Comment on Outside Business Rules
Outreach is part of comprehensive review of existing regulations.
CFA Exams to Put More Emphasis on Fintech
Expect more questions and a separate reading section on technology.
Video
How To Explain Passive vs. Active to Clients
Hint: A good starting point is factor analysis.  Video [ 4:06 ]   Transcript  

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