Welcome to Financial Advisor IQ

May 12, 2017

Merrill Backtracks on Its IRA-Commission Ban
Wirehouse will offer a limited brokerage IRA for certain products.
No Fee Flexibility? Then You Risk Getting Stiffed
Do you really want your efforts pegged entirely to the market?
Barclays Settles $97 Million in Overcharge Allegations
Case concerns Stifel Financial, the bank’s former U.S. wealth-management business.
Making Advisor "Value Add” a Measurable Attribute
Can robos stop investors from acting like a pack of crazed lemmings?
Nobody Knows Your Client’s Tax Implications Like You
So if you don’t already provide tax advice, maybe you should.