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March 30, 2017

Merrill Cuts Divisions, Reshuffles Execs
Executive moves aim for tighter integration and client outreach, says the wirehouse.
Trump And Your Client Portfolios
Presidents come and go; financial planning is for the long haul.
Financial Times Reveals 400 Top Brokers for 2017
The average FT 400 advisor has 27 years of experience and manages $1.7 billion in assets.
Overlapping Regulatory Enforcements Frustrate FAs
Finra chief signals the agency may address the issue “by standing down.”
Opinion
Philanthropists Are Pre-Qualified HNW Prospects
Successful, wealthy prospects are comfortable giving their money away.

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