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August 9, 2017

Serving the Entire Family is Where FAs Have Robos Beat
But when choosing the right tech, it’s either find something relatively untested or stitch it together yourself.
Kestra Buys 600-Advisor Broker-Dealer
Deal could bring on $2.5 billion in client assets.
Ex-Edward Jones FA Barred for Finra Hearing No-Show
Broker allegedly accepted gifts and used client’s credit card for his own spending.
Downside Risk is Becoming a Bigger Problem
But the government and economy remain at the top of advisors’ minds.
Video
Edelman Boss Reveals DOL Rule Impact at Top RIA
Advisors are using the rule to kick-start client conversations about fiduciaries.  Video [ 3:52 ]   Transcript  

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