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June 16, 2017

Raymond James Expands Health Planning Tools
Indie BD set to expand its lineup of longevity services for 7,000 advisors.
Nevada Makes Its Own Fiduciary Rule
As of July, the rule will apply to investment advisors and broker-dealers alike.
Merrill Lynch Nabs $300M Duo from Morgan Stanley
Separately, LPL picks up five FAs from Ameriprise.
If Morgan Stanley’s CEO Can Be Duped, So Can You
James Gorman fell for prankster posing as one of the firm's directors.
Simple Calculators Aren’t Enough
Stronger resources are necessary to accurately project your clients’ future financial needs.
ThinkTank: Investing
The Active Advantage
PGIM Investments
Active vs. Passive
Richard Bernstein Advisors
The Only Game in Town
Smead Capital Management

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