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February 16, 2017

As DOL Nominee Puzder Quits, Fiduciary Rule Review Likely Delayed
Withdrawal creates speedbump for scheduled review of the DOL’s fiduciary rule.
Elite Morgan Stanley FA Thinks Like an Entrepreneur to Serve Clients
FT 400 advisor digs deep community roots to keep spreading his reach with clients.
Penny-Pinching Apps May Create More Wealth
Low-cost investing apps have attracted millions of users.
Some FAs Are Only Part-Time Fiduciaries
Fee-based advisors also licensed to sell on commission don’t always operate under fiduciary standard.
Opinion
Want to Sell in Five Years? What RIAs Should Do
Dynasty boss reveals keys to selling off your advisory business.
ThinkTank: Macro Economy
Parlay Betting: For Amusement Only
Janus Henderson Investors
2017 Outlook for Energy
Guinness Atkinson Asset Management

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