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May 4, 2017

Can Analytics Really Make FAs Smarter?
Envestnet tries making sense of its controversial Yodlee acquisition.
Morgan Stanley Ditches Certain Vanguard Funds
Wirehouse will continue offering Vanguard’s low cost strategies.
Big Fiduciary Rule Revamp Unlikely: Sources
But certain provisions, such as client disclosure rules, will probably relax.
What Attracts New Assets More Than Anything Else
Discount brokerages lead net new asset acquisition, report finds.
There’s Another Succession Planning Option
Outsourced investment management could be a succession planning solution.