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March 15, 2017

Commonwealth Sticks, Reluctantly, to No-Comms Stance
Differences between firm’s pro- or anti-commission policies largely a question of degrees.
Morgan Stanley Hiring Staff to Boost FA Tech Skills
Hundreds of tech specialists will train advisors on investment software and social media.
Female FAs More Likely to Get Fired Over Misconduct
Male advisors misbehave twice as often but get more lenience.
Morningstar Plans Proprietary Mutual Funds for FAs
Ratings firm says funds will come with lower costs and more flexibility.
Video
There's No Silver Bullet For Retirement Cashflow
Advisors need to take an holistic approach.  Video [ 7:25 ]   Transcript  

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