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September 20, 2017

Edward Jones Revives Recruiting Effort Aimed at Women
Program’s restart comes after wirehouses, big IBDs build momentum.
DOL Argues It Didn’t Overstep Congressional Mandate
While defending a legal challenge, the agency insisted it had authority to promulgate its fiduciary rule.
Women-Targeted Robo Goes Hybrid
The firm co-founded by former Merrill Lynch chief also attracted at additional $2.1 million in funding.
What Millennials Really Think About Human Advisors
Investors overall are leaning more toward hybrid models, but are millennials?
Edelman Justifies Low Minimum Account Thresholds
CEO says mindset, standardization and technology are key to maintaining diverse accounts.  Video [ 3:19 ]   Transcript  
ThinkTank: Macro Economy