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January 4, 2018

Merrill Lynch Bars Clients, FAs from Bitcoin Fund Trading
Ban expands policy barring access to bitcoin futures.
Not Keen on Bitcoin? FAs Still Need to Understand Blockchain
The underlying technology of cryptocurrencies could dramatically change the advice market.
How to Justify Advice Fees to Clients
Transparency and delivering more than investment management are essential.
FAs Should Review Client Taxes Early in 2018
The GOP tax reform means advisors should help clients determine optimal tax strategies.
A Fiduciary Future is the Death Knell for Commission-Based Models
Why the commission-based model is dying, and how to move past it.