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August 7, 2017

DOL Fiduciary Rule Comments Unearth Deep Unease
On the final day to comment, here’s what different players are saying.
Morgan Stanley Is Pitching Big Data Against Robos
The brokerage’s machine learning system goes far beyond investment recommendations.
Here’s Why Broker Consolidation Could Last Decades
Trend is likely to continue with uncertainty over regulatory landscape and more brokers nearing retirement.
FAs Have More Potential Clients Than Ever Before
The ranks of millionaires and the mass affluent are swelling to new highs.
The Old Models Aren’t Working So Well for Retirees
Retirees may need to be more aggressive, but a market collapse could destroy their wealth if they don’t play it safe.