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September 1, 2017

UBS Red Tape Cuts: Real or Lip Service?
Wirehouse says its focus on giving FAs more local control is paying off big time.
Fee Models for FAs Are Inconsistent State by State
State-registered advisors are held to disparate standards.
Trump’s Tax Cuts Likely to Benefit the Very Wealthy
Despite populist rhetoric in recent speeches, critics say top earners will benefit most.
Fees in DC Plans Flatten for First Time Since 2010
But many plans are looking to eliminate revenue sharing or send excess revenue to plan participants.
Want to Know How Your Clients Value You? Ask Them
Survey your clients on how they view the services you provide and you might find some surprises.