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March 3, 2017

Fee Compression Could Play into the Wirehouses' Hands
Big firms can handle better than indies the disclosure that spotlights end-client costs.
Three Morgan Stanley Reps Jump to Raymond James
Separately, UBS advisor leaves for Prospera Financial.
Is Active Investing Better for Long-Term Returns?
Study finds active investing yields superior performance to passive over longer periods.
Two Merrill Lynch FAs Jump Ship Over Commission Ban
Anonymous sources say veteran brokers left for Morgan Stanley as a result of Merrill’s fiduciary rule strategy.
Charitable Trusts Aren’t Just for the Very Wealthy
When clients of modest means get lucky, the best way to preserve their wealth could be a charitable remainder trust.

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