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November 7, 2017

Wells Fargo Rolls Out Long-Awaited Robo Platform
Intuitive Investor program features larger minimum and higher fees than some of its rivals.
Breakaways Take ‘Dramatic’ Dive Post-DOL Rule
New analysis ties steep M&A slide to uncertainty about new government regulation.
Merrill, Morgan Stanley, JPMorgan Shed FAs
And Raymond James snatches $400 million team of reps from Wells Fargo.
Fidelity Warns Against “All-Star” Fund Picking
New research shows portfolio management is the top concern for advisors.
Social Security Uncertainty Ups Need for Expert Advice
With the current system projected to run out of funds by 2034 advisors tell clients to focus on what’s in their control.