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July 28, 2017

Your Clients’ Cash Doesn’t Have to Sit Idle
FAs can get better financial insight into clients while making their parked money more profitable.
Betterment Expands Its Human Advice Offerings
All robo-platform customers can now use app to tap advisors for personalized help.
Merrill Lynch and Morgan Stanley Disagree on Bitcoin
Bitcoin faces formidable obstacles in being accepted as a legitimate currency and not just an investment vehicle.
Are FAs Begging for Strife with Securities-Backed Loans?
Popular among Wall Street firms as source of stable revenue, such loans can devastate clients if markets plunge.
Don’t Be Shy Telling Clients What You Expect from Them
To ensure the right fit between your firm and new clients, be upfront with clients about your expectations for them.

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