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June 29, 2017

'Big Charade' Seen in SEC's Handling of Robos
Some FAs and lawyers are calling for new regulations specific to computerized advice.
UBS Loses $3.5B Team to Raymond James
Raymond James continues recruiting spree while the wirehouse can’t stop bleeding brokers.
Tax Avoidance Insurance Funds Gain Popularity
Even large banks have embraced insurance-dedicated funds for lowering clients’ tax liabilities.
Attack Shows Why FAs Should Voice Client Concerns
It’s imperative FAs move quickly when they suspect clients are in trouble.
Opinion
How Does Private Tech Fit in a Diversified Portfolio?
There’s a lot of growth in private tech. But there's also risk.

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